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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
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 $5.72T AUM 30.48% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Your Advocates Ltd's IVV Position: Q1 2026 in Review

Your Advocates Ltd reduced its iShares Core S&P 500 ETF (IVV) stake by 55% in Q1 2026, selling an estimated $53.9K and leaving 65 shares worth $38.9K. The position accounts for 0.01% of the portfolio, ranked #79.

Your Advocates Ltd first reported a position in IVV in Q1 2020 and has held it in 25 quarters since. The position peaked at $121K in Q3 2025. 3,980 funds tracked by Wall St. Rank hold IVV as of Q1 2026.

  • Your Advocates Ltd held 65 shares of iShares Core S&P 500 ETF worth $38.9K as of Q1 2026.
  • Your Advocates Ltd sold 79 iShares Core S&P 500 ETF shares in Q1 2026, an estimated $53.9K.
  • iShares Core S&P 500 ETF made up 0.01% of Your Advocates Ltd's portfolio in Q1 2026, its #79 holding.
  • Your Advocates Ltd first reported a position in iShares Core S&P 500 ETF in Q1 2020 and has held it in 25 quarters since.
  • Your Advocates Ltd's iShares Core S&P 500 ETF position peaked at $121K in Q3 2025.
  • 3,980 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q1 2026.

Based on Your Advocates Ltd's 13F filing for Q1 2026, filed 30 Apr 2026.