Mount Yale Investment Advisors’s iShares Core S&P 500 ETF IVV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $58.2M | Buy |
89,076
+74,313
| +503% | +$50.7M | 1.35% | 9 |
|
|
2025
Q4 | $10.1M | Buy |
14,763
+9,446
| +178% | +$6.41M | 0.49% | 47 |
|
|
2025
Q3 | $3.56M | Sell |
5,317
-43,194
| -89% | -$27.8M | 0.25% | 90 |
|
|
2025
Q2 | $30.1M | Sell |
48,511
-7,069
| -13% | -$4.06M | 2.35% | 7 |
|
|
2025
Q1 | $31.2M | Sell |
55,580
-13,650
| -20% | -$8.06M | 2.68% | 5 |
|
|
2024
Q4 | $40.8M | Buy |
69,230
+7,438
| +12% | +$4.4M | 3.29% | 4 |
|
|
2024
Q3 | $35.6M | Sell |
61,792
-2,806
| -4% | -$1.56M | 3.42% | 2 |
|
|
2024
Q2 | $35.3M | Sell |
64,598
-8,113
| -11% | -$4.27M | 2.8% | 4 |
|
|
2024
Q1 | $38.2M | Sell |
72,711
-33,064
| -31% | -$16.5M | 2.93% | 4 |
|
|
2023
Q4 | $50.5M | Buy |
105,775
+28,181
| +36% | +$12.6M | 4.8% | 2 |
|
|
2023
Q3 | $33.3M | Buy |
77,594
+9,767
| +14% | +$4.37M | 3.62% | 2 |
|
|
2023
Q2 | $30.2M | Buy |
67,827
+2,777
| +4% | +$1.17M | 3.2% | 2 |
|
|
2023
Q1 | $26.7M | Sell |
65,050
-20,709
| -24% | -$8.3M | 3% | 2 |
|
|
2022
Q4 | $32.9M | Buy |
85,759
+20,838
| +32% | +$8.04M | 3.74% | 2 |
|
|
2022
Q3 | $23.3M | Buy |
64,921
+3,728
| +6% | +$1.49M | 3.09% | 2 |
|
|
2022
Q2 | $23.2M | Buy |
61,193
+10,803
| +21% | +$4.44M | 2.92% | 2 |
|
|
2022
Q1 | $22.9M | Buy |
50,390
+877
| +2% | +$392K | 2.49% | 2 |
|
|
2021
Q4 | $23.6M | Buy |
49,513
+9,264
| +23% | +$4.27M | 2.45% | 2 |
|
|
2021
Q3 | $17.3M | Sell |
40,249
-578
| -1% | -$256K | 1.99% | 2 |
|
|
2021
Q2 | $17.6M | Sell |
40,827
-513
| -1% | -$215K | 2.12% | 2 |
|
|
2021
Q1 | $16.4M | Sell |
41,340
-3,995
| -9% | -$1.55M | 2.15% | 2 |
|
|
2020
Q4 | $17M | Buy |
45,335
+4,232
| +10% | +$1.51M | 2.39% | 2 |
|
|
2020
Q3 | $13.8M | Buy |
41,103
+683
| +2% | +$227K | 1.97% | 4 |
|
|
2020
Q2 | $12.5M | Sell |
40,420
-86
| -0.2% | -$25.3K | 2.24% | 2 |
|
|
2020
Q1 | $10.5M | Buy |
40,506
+4,226
| +12% | +$1.29M | 2.36% | 3 |
|
|
2019
Q4 | $11.7M | Buy |
36,280
+2,756
| +8% | +$853K | 2.04% | 3 |
|
|
2019
Q3 | $10.4M | Sell |
33,524
-532
| -2% | -$158K | 1.86% | 5 |
|
|
2019
Q2 | $9.87M | Buy |
34,056
+416
| +1% | +$121K | 1.82% | 7 |
|
|
2019
Q1 | $9.57M | Sell |
33,640
-414
| -1% | -$113K | 1.79% | 6 |
|
|
2018
Q4 | $9.27M | Sell |
34,054
-4,408
| -11% | -$1.2M | 1.88% | 4 |
|
|
2018
Q3 | $10.9M | Buy |
38,462
+88
| +0.2% | +$25.2K | 1.9% | 3 |
|
|
2018
Q2 | $10.5M | Buy |
38,374
+497
| +1% | +$135K | 1.98% | 3 |
|
|
2018
Q1 | $10.1M | Buy |
+37,877
| New | +$10.4M | 2.15% | 2 |
|
Other funds holding IVV
Mount Yale Investment Advisors's IVV Position: Q1 2026 in Review
Mount Yale Investment Advisors increased its iShares Core S&P 500 ETF (IVV) stake by 503% in Q1 2026, buying an estimated $50.7M and bringing the position to 89,076 shares worth $58.2M. The position accounts for 1.35% of the portfolio, ranked #9.
Mount Yale Investment Advisors first reported a position in IVV in Q1 2018 and has held it in 33 quarters since. 3,980 funds tracked by Wall St. Rank hold IVV as of Q1 2026.
- Mount Yale Investment Advisors held 89,076 shares of iShares Core S&P 500 ETF worth $58.2M as of Q1 2026.
- Mount Yale Investment Advisors bought 74,313 iShares Core S&P 500 ETF shares in Q1 2026, an estimated $50.7M.
- iShares Core S&P 500 ETF made up 1.35% of Mount Yale Investment Advisors's portfolio in Q1 2026, its #9 holding.
- Mount Yale Investment Advisors first reported a position in iShares Core S&P 500 ETF in Q1 2018 and has held it in 33 quarters since.
- 3,980 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q1 2026.
Based on Mount Yale Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.