Yardley Wealth Management’s iShares Core S&P 500 ETF IVV Stock Holding History

Yardley Wealth Management’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	$321K	Sell	428 -27	-6%	-$19.7K	0.15%	33
2026 Q1	$297K	Hold	455	–	–	0.15%	30
2025 Q4	$312K	Sell	455 -3	-0.7%	-$2.04K	0.17%	33
2025 Q3	$307K	Hold	458	–	–	0.17%	33
2025 Q2	$284K	Sell	458 -12	-3%	-$6.89K	0.16%	39
2025 Q1	$264K	Sell	470 -912	-66%	-$539K	0.16%	38
2024 Q4	$808K	Buy	1,382 +904	+189%	+$535K	0.39%	29
2024 Q3	$276K	Buy	+478	New	+$266K	0.16%	38

Other funds holding IVV

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capula Management Grand Cayman, Cayman Islands $28B AUM 22.67% 1-Year Est. Return

Yardley Wealth Management's IVV Position: Q2 2026 in Review

Yardley Wealth Management reduced its iShares Core S&P 500 ETF (IVV) stake by 5.9% in Q2 2026, selling an estimated $19.7K and leaving 428 shares worth $321K. The position accounts for 0.15% of the portfolio, ranked #33.

Yardley Wealth Management first reported a position in IVV in Q3 2024 and has held it in 8 quarters since. The position peaked at $808K in Q4 2024. 4,084 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

Yardley Wealth Management held 428 shares of iShares Core S&P 500 ETF worth $321K as of Q2 2026.
Yardley Wealth Management sold 27 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $19.7K.
iShares Core S&P 500 ETF made up 0.15% of Yardley Wealth Management's portfolio in Q2 2026, its #33 holding.
Yardley Wealth Management first reported a position in iShares Core S&P 500 ETF in Q3 2024 and has held it in 8 quarters since.
Yardley Wealth Management's iShares Core S&P 500 ETF position peaked at $808K in Q4 2024.
4,084 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Yardley Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.