Yelin Lapidot Holdings Management’s iShares Core S&P 500 ETF IVV Stock Holding History

Yelin Lapidot Holdings 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	$8.03M	Buy	10,721 +235	+2%	+$171K	1.52%	18
2026 Q1	$6.85M	Sell	10,486 -3,633	-26%	-$2.48M	1.43%	20
2025 Q4	$9.67M	Buy	14,119 +546	+4%	+$371K	1.94%	15
2025 Q3	$9.08M	Sell	13,573 -6,473	-32%	-$4.17M	1.91%	14
2025 Q2	$12.4M	Sell	20,046 -392	-2%	-$225K	2.27%	12
2025 Q1	$11.5M	Buy	20,438 +918	+5%	+$542K	2.22%	13
2024 Q4	$11.5M	Buy	19,520 +4,200	+27%	+$2.49M	2%	13
2024 Q3	$8.84M	Buy	15,320 +115	+0.8%	+$63.9K	1.46%	21
2024 Q2	$8.32M	Buy	15,205 +768	+5%	+$404K	1.47%	20
2024 Q1	$7.59M	Buy	14,437 +9,472	+191%	+$4.74M	1.56%	21
2023 Q4	$2.37M	Hold	4,965	–	–	0.57%	38
2023 Q3	$2.14M	Buy	+4,965	New	+$2.22M	0.53%	40

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

Yelin Lapidot Holdings Management's IVV Position: Q2 2026 in Review

Yelin Lapidot Holdings Management increased its iShares Core S&P 500 ETF (IVV) stake by 2.2% in Q2 2026, buying an estimated $171K and bringing the position to 10,721 shares worth $8.03M. The position accounts for 1.52% of the portfolio, ranked #18.

Yelin Lapidot Holdings Management first reported a position in IVV in Q3 2023 and has held it in 12 quarters since. The position peaked at $12.4M in Q2 2025. 4,085 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

Yelin Lapidot Holdings Management held 10,721 shares of iShares Core S&P 500 ETF worth $8.03M as of Q2 2026.
Yelin Lapidot Holdings Management bought 235 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $171K.
iShares Core S&P 500 ETF made up 1.52% of Yelin Lapidot Holdings Management's portfolio in Q2 2026, its #18 holding.
Yelin Lapidot Holdings Management first reported a position in iShares Core S&P 500 ETF in Q3 2023 and has held it in 12 quarters since.
Yelin Lapidot Holdings Management's iShares Core S&P 500 ETF position peaked at $12.4M in Q2 2025.
4,085 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Yelin Lapidot Holdings Management's 13F filing for Q2 2026, filed 3 Aug 2026.