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Your Advocates Ltd’s iShares Core S&P 500 ETF IVV Stock Holding History

Your Advocates Ltd’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 		$7.95K Sell
16
-49
-75% -$35.7K ﹤0.01% 135
2026
Q1 		$38.9K Sell
65
-79
-55% -$53.9K 0.01% 79
2025
Q4 		$94.9K Sell
144
-428
-75% -$291K 0.03% 40
2025
Q3 		$121K Buy
572
+434
+314% +$280K 0.04% 36
2025
Q2 		$85.7K Buy
138
+47
+52% +$27K 0.03% 40
2025
Q1 		$51.1K Hold
91
– – 0.02% 56
2024
Q4 		$53.6K Buy
91
+10
+12% +$5.92K 0.02% 52
2024
Q3 		$46.7K Sell
81
-41
-34% -$22.8K 0.02% 57
2024
Q2 		$66.8K Hold
122
– – 0.03% 50
2024
Q1 		$64.1K Hold
122
– – 0.03% 49
2023
Q4 		$58.3K Sell
122
-34
-22% -$15.2K 0.02% 49
2023
Q3 		$60.9K Buy
156
+115
+280% +$51.4K 0.04% 51
2023
Q2 		$18.3K Hold
41
– – 0.01% 94
2023
Q1 		$16.9K Sell
41
-9
-18% -$3.61K 0.01% 74
2022
Q4 		$17.9K Hold
50
– – 0.01% 73
2022
Q3 		$17K Hold
50
– – 0.01% 68
2022
Q2 		$18K Sell
50
-144
-74% -$59.2K 0.01% 72
2022
Q1 		$86K Hold
194
– – 0.05% 39
2021
Q4 		$91K Hold
194
– – 0.05% 36
2021
Q3 		$82K Buy
194
+144
+288% +$63.8K 0.05% 36
2021
Q2 		$20K Hold
50
– – 0.01% 63
2021
Q1 		$18K Hold
50
– – 0.01% 63
2020
Q4 		$17K Sell
50
-50
-50% -$17.8K 0.01% 68
2020
Q3 		$31K Hold
100
– – 0.02% 46
2020
Q2 		$29K Buy
100
+18
+22% +$5.29K 0.02% 52
2020
Q1 		$21K Buy
+82
New +$25.1K 0.02% 52

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

Your Advocates Ltd's IVV Position: Q2 2026 in Review

Your Advocates Ltd reduced its iShares Core S&P 500 ETF (IVV) stake by 75% in Q2 2026, selling an estimated $35.7K and leaving 16 shares worth $7.95K. The position accounts for ﹤0.01% of the portfolio, ranked #135.

Your Advocates Ltd first reported a position in IVV in Q1 2020 and has held it in 26 quarters since. The position peaked at $121K in Q3 2025. 4,115 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

  • Your Advocates Ltd held 16 shares of iShares Core S&P 500 ETF worth $7.95K as of Q2 2026.
  • Your Advocates Ltd sold 49 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $35.7K.
  • iShares Core S&P 500 ETF made up ﹤0.01% of Your Advocates Ltd's portfolio in Q2 2026, its #135 holding.
  • Your Advocates Ltd first reported a position in iShares Core S&P 500 ETF in Q1 2020 and has held it in 26 quarters since.
  • Your Advocates Ltd's iShares Core S&P 500 ETF position peaked at $121K in Q3 2025.
  • 4,115 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Your Advocates Ltd's 13F filing for Q2 2026, filed 5 Aug 2026.