Yanni & Associates Investment Advisors’s iShares Core S&P 500 ETF IVV Stock Holding History

Yanni & Associates 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 Q3	$13.4M	Sell	17,510 -318	-2%	-$243K	12.3%	2
2026 Q2	$13.4M	Sell	17,828 -110	-0.6%	-$80.1K	12.32%	2
2026 Q1	$11.7M	Buy	17,938 +263	+1%	+$180K	12.15%	2
2025 Q4	$12.1M	Buy	+17,675	New	+$12M	12.11%	2

Other funds holding IVV

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

Japan Science & Technology Agency Tokyo, Japan $5.51B AUM 3.11% 1-Year Est. Return

APF

Alaska Permanent Fund Juneau, Alaska $1.28B AUM 16.36% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return

Orgel Wealth Management Altoona, Wisconsin $5.3B AUM 8.93% 1-Year Est. Return

HHGA

Halbert Hargrove Global Advisors Long Beach, California $2.29B AUM 13.62% 1-Year Est. Return

TIA

Traphagen Investment Advisors Oradell, New Jersey $1.46B AUM 14.92% 1-Year Est. Return

FFA

Fragasso Financial Advisors Sewickley, Pennsylvania $1.99B AUM 16.69% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

Yanni & Associates Investment Advisors's IVV Position: Q3 2026 in Review

Yanni & Associates Investment Advisors reduced its iShares Core S&P 500 ETF (IVV) stake by 1.8% in Q3 2026, selling an estimated $243K and leaving 17,510 shares worth $13.4M. The position accounts for 12.3% of the portfolio, ranked #2.

Yanni & Associates Investment Advisors first reported a position in IVV in Q4 2025 and has held it in 4 quarters since. 720 funds tracked by Wall St. Rank hold IVV as of Q3 2026.

Yanni & Associates Investment Advisors held 17,510 shares of iShares Core S&P 500 ETF worth $13.4M as of Q3 2026.
Yanni & Associates Investment Advisors sold 318 iShares Core S&P 500 ETF shares in Q3 2026, an estimated $243K.
iShares Core S&P 500 ETF made up 12.3% of Yanni & Associates Investment Advisors's portfolio in Q3 2026, its #2 holding.
Yanni & Associates Investment Advisors first reported a position in iShares Core S&P 500 ETF in Q4 2025 and has held it in 4 quarters since.
720 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q3 2026.

Based on Yanni & Associates Investment Advisors's 13F filing for Q3 2026, filed 14 Oct 2026.