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Roehl & Yi Investment Advisors’s iShares Core S&P 500 ETF IVV Stock Holding History

Roehl & Yi Investment Advisors’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 		$1.52M Buy
1,522,846
+1,522,520
+467,031% +$1.11B 0.5% 41
2026
Q1 		$213K Buy
+326
New +$223K 0.08% 166

Other funds holding IVV

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
CM
Capula Management Grand Cayman, Cayman Islands $28B AUM 22.67% 1-Year Est. Return

Roehl & Yi Investment Advisors's IVV Position: Q2 2026 in Review

Roehl & Yi Investment Advisors increased its iShares Core S&P 500 ETF (IVV) stake by 467,031% in Q2 2026, buying an estimated $1.11B and bringing the position to 1,522,846 shares worth $1.52M. The position accounts for 0.5% of the portfolio, ranked #41.

Roehl & Yi Investment Advisors first reported a position in IVV in Q1 2026 and has held it in 2 quarters since. 4,085 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

  • Roehl & Yi Investment Advisors held 1,522,846 shares of iShares Core S&P 500 ETF worth $1.52M as of Q2 2026.
  • Roehl & Yi Investment Advisors bought 1,522,520 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $1.11B.
  • iShares Core S&P 500 ETF made up 0.5% of Roehl & Yi Investment Advisors's portfolio in Q2 2026, its #41 holding.
  • Roehl & Yi Investment Advisors first reported a position in iShares Core S&P 500 ETF in Q1 2026 and has held it in 2 quarters since.
  • 4,085 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Roehl & Yi Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.