Y-Intercept (HK)’s iShares Core S&P 500 ETF IVV Stock Holding History

Y-Intercept (HK)’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	$464K	Buy	+620	New	+$451K	0.01%	1334
2025 Q2	–	Sell	-772	Closed	-$434K	–	1817
2025 Q1	$434K	Buy	772 +342	+80%	+$202K	0.03%	758
2024 Q4	$253K	Buy	+430	New	+$255K	0.02%	987
2023 Q4	–	Sell	-1,221	Closed	-$524K	–	1437
2023 Q3	$524K	Buy	+1,221	New	+$546K	0.05%	545
2023 Q2	–	Sell	-1,522	Closed	-$626K	–	1491
2023 Q1	$626K	Buy	1,522 +614	+68%	+$246K	0.07%	418
2022 Q4	$349K	Sell	908 -5,856	-87%	-$2.26M	0.05%	583
2022 Q3	$2.43M	Buy	6,764 +4,252	+169%	+$1.7M	0.24%	111
2022 Q2	$952K	Buy	+2,512	New	+$1.03M	0.13%	243
2021 Q4	–	Sell	-1,096	Closed	-$472K	–	723
2021 Q3	$472K	Buy	+1,096	New	+$486K	0.09%	348

Other funds holding IVV

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

JIC

Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return

NFA

Nationwide Fund Advisors Columbus, Ohio $2.42B AUM 17.68% 1-Year Est. Return

Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return

Constellation Investments Montgomery, Ohio $3.18B AUM 15.57% 1-Year Est. Return

SAM

Simplify Asset Management Las Vegas, Nevada $7.19B AUM 6.88% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return

Y-Intercept (HK)'s IVV Position: Q2 2026 in Review

Y-Intercept (HK) opened a new position in iShares Core S&P 500 ETF (IVV) in Q2 2026: 620 shares worth $464K. The stake represents 0.01% of the portfolio and ranks #1334 among its holdings. This is a return to the name: Y-Intercept (HK) previously reported a position in IVV as recently as Q1 2025.

Y-Intercept (HK) first reported a position in IVV in Q3 2021 and has held it in 9 quarters since. The position peaked at $2.43M in Q3 2022. 1,389 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

Y-Intercept (HK) held 620 shares of iShares Core S&P 500 ETF worth $464K as of Q2 2026.
iShares Core S&P 500 ETF was a new Y-Intercept (HK) position in Q2 2026.
iShares Core S&P 500 ETF made up 0.01% of Y-Intercept (HK)'s portfolio in Q2 2026, its #1334 holding.
Y-Intercept (HK) first reported a position in iShares Core S&P 500 ETF in Q3 2021 and has held it in 9 quarters since.
Y-Intercept (HK)'s iShares Core S&P 500 ETF position peaked at $2.43M in Q3 2022.
1,389 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Y-Intercept (HK)'s 13F filing for Q2 2026, filed 14 Jul 2026.