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 Q3	$581K	Buy	759 +139	+22%	+$106K	0.01%	1241
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

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

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

First Command Advisory Services Fort Worth, Texas $18.4B AUM 14.74% 1-Year Est. Return

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

US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return

Squarepoint New York $90.8B AUM 26.98% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

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

Y-Intercept (HK)'s IVV Position: Q3 2026 in Review

Y-Intercept (HK) increased its iShares Core S&P 500 ETF (IVV) stake by 22% in Q3 2026, buying an estimated $106K and bringing the position to 759 shares worth $581K. The position accounts for 0.01% of the portfolio, ranked #1241.

Y-Intercept (HK) first reported a position in IVV in Q3 2021 and has held it in 10 quarters since. The position peaked at $2.43M in Q3 2022. 3,061 funds tracked by Wall St. Rank hold IVV as of Q3 2026.

Y-Intercept (HK) held 759 shares of iShares Core S&P 500 ETF worth $581K as of Q3 2026.
Y-Intercept (HK) bought 139 iShares Core S&P 500 ETF shares in Q3 2026, an estimated $106K.
iShares Core S&P 500 ETF made up 0.01% of Y-Intercept (HK)'s portfolio in Q3 2026, its #1241 holding.
Y-Intercept (HK) first reported a position in iShares Core S&P 500 ETF in Q3 2021 and has held it in 10 quarters since.
Y-Intercept (HK)'s iShares Core S&P 500 ETF position peaked at $2.43M in Q3 2022.
3,061 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q3 2026.

Based on Y-Intercept (HK)'s 13F filing for Q3 2026, filed 16 Oct 2026.