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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
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

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

Yanni & Associates Investment Advisors's IVV Position: Q2 2026 in Review

Yanni & Associates Investment Advisors reduced its iShares Core S&P 500 ETF (IVV) stake by 0.61% in Q2 2026, selling an estimated $80.1K and leaving 17,828 shares worth $13.4M. The position accounts for 12.32% of the portfolio, ranked #2.

Yanni & Associates Investment Advisors first reported a position in IVV in Q4 2025 and has held it in 3 quarters since. 4,093 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

  • Yanni & Associates Investment Advisors held 17,828 shares of iShares Core S&P 500 ETF worth $13.4M as of Q2 2026.
  • Yanni & Associates Investment Advisors sold 110 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $80.1K.
  • iShares Core S&P 500 ETF made up 12.32% of Yanni & Associates Investment Advisors's portfolio in Q2 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 3 quarters since.
  • 4,093 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Yanni & Associates Investment Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.