MYeCFO’s iShares Core S&P 500 ETF IVV Stock Holding History

MYeCFO’s Portfolio IVV Stock Details IVV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$318K	Sell	416 -12	-3%	-$9.16K	0.12%	63
2026 Q2	$320K	Hold	428	–	–	0.12%	61
2026 Q1	$279K	Hold	428	–	–	0.12%	61
2025 Q4	$293K	Hold	428	–	–	0.12%	57
2025 Q3	$286K	Hold	428	–	–	0.13%	55
2025 Q2	$265K	Hold	428	–	–	0.13%	54
2025 Q1	$240K	Hold	428	–	–	0.13%	55
2024 Q4	$252K	Buy	428 +12	+3%	+$7.1K	0.14%	52
2024 Q3	$240K	Buy	416 +25	+6%	+$13.9K	0.13%	54
2024 Q2	$214K	Hold	391	–	–	0.12%	52
2024 Q1	$205K	Buy	+391	New	+$196K	0.12%	56

Other funds holding IVV

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.6B AUM 18.15% 1-Year Est. Return

Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

AIA Group Hong Kong $8.11B AUM 23.7% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return

MYeCFO's IVV Position: Q3 2026 in Review

MYeCFO reduced its iShares Core S&P 500 ETF (IVV) stake by 2.8% in Q3 2026, selling an estimated $9.16K and leaving 416 shares worth $318K. The position accounts for 0.12% of the portfolio, ranked #63.

MYeCFO first reported a position in IVV in Q1 2024 and has held it in 11 quarters since. The position peaked at $320K in Q2 2026. 2,198 funds tracked by Wall St. Rank hold IVV as of Q3 2026.

MYeCFO held 416 shares of iShares Core S&P 500 ETF worth $318K as of Q3 2026.
MYeCFO sold 12 iShares Core S&P 500 ETF shares in Q3 2026, an estimated $9.16K.
iShares Core S&P 500 ETF made up 0.12% of MYeCFO's portfolio in Q3 2026, its #63 holding.
MYeCFO first reported a position in iShares Core S&P 500 ETF in Q1 2024 and has held it in 11 quarters since.
MYeCFO's iShares Core S&P 500 ETF position peaked at $320K in Q2 2026.
2,198 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q3 2026.

Based on MYeCFO's 13F filing for Q3 2026, filed 14 Oct 2026.