Y.D. More Investments’s iShares Core S&P 500 ETF IVV Stock Holding History

Y.D. More Investments’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 Q1	$10.6M	Sell	16,287 -2,620	-14%	-$1.79M	0.42%	34
2025 Q4	$13M	Buy	18,907 +1,545	+9%	+$1.05M	0.62%	26
2025 Q3	$11.6M	Buy	17,362 +10,085	+139%	+$6.5M	0.66%	26
2025 Q2	$4.49M	Buy	7,277 +5,235	+256%	+$3.01M	0.31%	49
2025 Q1	$1.15M	Sell	2,042 -1,862	-48%	-$1.1M	0.1%	108
2024 Q4	$2.3M	Sell	3,904 -26	-0.7%	-$15.4K	0.21%	68
2024 Q3	$2.27M	Buy	3,930 +230	+6%	+$128K	0.24%	70
2024 Q2	$2.02M	Sell	3,700 -3,000	-45%	-$1.58M	0.21%	69
2024 Q1	$3.52M	Sell	6,700 -2,600	-28%	-$1.3M	0.62%	45
2023 Q4	$4.44M	Buy	9,300 +1,300	+16%	+$582K	0.85%	30
2023 Q3	$3.44M	Buy	8,000 +1,000	+14%	+$447K	0.66%	35
2023 Q2	$3.12M	Buy	7,000 +2,000	+40%	+$843K	0.72%	27
2023 Q1	$2.06M	Hold	5,000	–	–	0.46%	33
2022 Q4	$1.93M	Buy	+5,000	New	+$1.93M	0.47%	37

Other funds holding IVV

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Y.D. More Investments's IVV Position: Q1 2026 in Review

Y.D. More Investments reduced its iShares Core S&P 500 ETF (IVV) stake by 14% in Q1 2026, selling an estimated $1.79M and leaving 16,287 shares worth $10.6M. The position accounts for 0.42% of the portfolio, ranked #34.

Y.D. More Investments first reported a position in IVV in Q4 2022 and has held it in 14 quarters since. The position peaked at $13M in Q4 2025. 3,977 funds tracked by Wall St. Rank hold IVV as of Q1 2026.

Y.D. More Investments held 16,287 shares of iShares Core S&P 500 ETF worth $10.6M as of Q1 2026.
Y.D. More Investments sold 2,620 iShares Core S&P 500 ETF shares in Q1 2026, an estimated $1.79M.
iShares Core S&P 500 ETF made up 0.42% of Y.D. More Investments's portfolio in Q1 2026, its #34 holding.
Y.D. More Investments first reported a position in iShares Core S&P 500 ETF in Q4 2022 and has held it in 14 quarters since.
Y.D. More Investments's iShares Core S&P 500 ETF position peaked at $13M in Q4 2025.
3,977 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q1 2026.

Based on Y.D. More Investments's 13F filing for Q1 2026, filed 4 May 2026.