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 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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capula Management Grand Cayman, Cayman Islands $28B AUM 22.67% 1-Year Est. Return

MYeCFO's IVV Position: Q2 2026 in Review

MYeCFO held its iShares Core S&P 500 ETF (IVV) position steady in Q2 2026 at 428 shares worth $320K. The position accounts for 0.12% of the portfolio, ranked #61.

MYeCFO first reported a position in IVV in Q1 2024 and has held it in 10 quarters since. 4,115 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

MYeCFO held 428 shares of iShares Core S&P 500 ETF worth $320K as of Q2 2026.
MYeCFO left its iShares Core S&P 500 ETF share count unchanged in Q2 2026.
iShares Core S&P 500 ETF made up 0.12% of MYeCFO's portfolio in Q2 2026, its #61 holding.
MYeCFO first reported a position in iShares Core S&P 500 ETF in Q1 2024 and has held it in 10 quarters since.
4,115 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on MYeCFO's 13F filing for Q2 2026, filed 10 Aug 2026.