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

YHB 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 		$23.1M Buy
30,863
+7,994
+35% +$5.82M 1.48% 14
2026
Q1 		$14.9M Sell
22,869
-1,117
-5% -$763K 1.07% 23
2025
Q4 		$16.4M Buy
23,986
+1,389
+6% +$943K 1.14% 22
2025
Q3 		$15.1M Buy
22,597
+1,988
+10% +$1.28M 1.11% 24
2025
Q2 		$12.8M Sell
20,609
-86
-0.4% -$49.4K 0.99% 25
2025
Q1 		$11.6M Sell
20,695
-87
-0.4% -$51.4K 0.97% 26
2024
Q4 		$12.2M Buy
20,782
+2,205
+12% +$1.31M 1.01% 24
2024
Q3 		$10.7M Buy
18,577
+626
+3% +$348K 0.89% 27
2024
Q2 		$9.82M Buy
17,951
+416
+2% +$219K 0.85% 30
2024
Q1 		$9.22M Buy
17,535
+153
+0.9% +$76.6K 0.82% 29
2023
Q4 		$8.3M Buy
17,382
+149
+0.9% +$66.7K 0.8% 32
2023
Q3 		$7.4M Buy
17,233
+65
+0.4% +$29.1K 0.68% 40
2023
Q2 		$7.65M Buy
17,168
+199
+1% +$83.9K 0.71% 39
2023
Q1 		$6.98M Sell
16,969
-1,767
-9% -$708K 0.7% 38
2022
Q4 		$7.2M Buy
18,736
+2,079
+12% +$802K 0.77% 37
2022
Q3 		$5.97M Buy
16,657
+458
+3% +$183K 0.66% 43
2022
Q2 		$6.14M Buy
16,199
+148
+0.9% +$60.9K 0.65% 45
2022
Q1 		$7.28M Buy
16,051
+537
+3% +$240K 0.64% 45
2021
Q4 		$7.4M Buy
15,514
+324
+2% +$149K 0.59% 46
2021
Q3 		$6.54M Buy
15,190
+193
+1% +$85.5K 0.56% 50
2021
Q2 		$6.45M Sell
14,997
-115
-0.8% -$48.2K 0.55% 51
2021
Q1 		$6.33M Buy
15,112
+225
+2% +$87.1K 0.55% 52
2020
Q4 		$5.59M Buy
14,887
+103
+0.7% +$36.7K 0.53% 55
2020
Q3 		$4.97M Buy
+14,784
New +$4.92M 0.54% 53

Other funds holding IVV

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return
NFA
Nationwide Fund Advisors Columbus, Ohio $2.42B AUM 17.68% 1-Year Est. Return
GT
Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return
CI
Constellation Investments Montgomery, Ohio $3.18B AUM 15.57% 1-Year Est. Return
SAM
Simplify Asset Management Las Vegas, Nevada $7.19B AUM 6.88% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
AL
Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return

YHB Investment Advisors's IVV Position: Q2 2026 in Review

YHB Investment Advisors increased its iShares Core S&P 500 ETF (IVV) stake by 35% in Q2 2026, buying an estimated $5.82M and bringing the position to 30,863 shares worth $23.1M. The position accounts for 1.48% of the portfolio, ranked #14.

YHB Investment Advisors first reported a position in IVV in Q3 2020 and has held it in 24 quarters since. 1,526 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

  • YHB Investment Advisors held 30,863 shares of iShares Core S&P 500 ETF worth $23.1M as of Q2 2026.
  • YHB Investment Advisors bought 7,994 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $5.82M.
  • iShares Core S&P 500 ETF made up 1.48% of YHB Investment Advisors's portfolio in Q2 2026, its #14 holding.
  • YHB Investment Advisors first reported a position in iShares Core S&P 500 ETF in Q3 2020 and has held it in 24 quarters since.
  • 1,526 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on YHB Investment Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.