Yousif Capital Management’s iShares Core S&P 500 ETF IVV Stock Holding History

Yousif Capital 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	$243K	Hold	325	–	–	﹤0.01%	1566
2026 Q1	$212K	Hold	325	–	–	﹤0.01%	1746
2025 Q4	$221K	Hold	325	–	–	﹤0.01%	1755
2025 Q3	$218K	Hold	325	–	–	﹤0.01%	1768
2025 Q2	$202K	Buy	+325	New	+$187K	﹤0.01%	1821
2025 Q1	–	Sell	-505	Closed	-$297K	–	1913
2024 Q4	$297K	Hold	505	–	–	﹤0.01%	1692
2024 Q3	$291K	Hold	505	–	–	﹤0.01%	1735
2024 Q2	$276K	Hold	505	–	–	﹤0.01%	1719
2024 Q1	$265K	Sell	505 -1,025	-67%	-$513K	﹤0.01%	1784
2023 Q4	$731K	Buy	1,530 +330	+28%	+$148K	0.01%	1375
2023 Q3	$515K	Hold	1,200	–	–	0.01%	1466
2023 Q2	$535K	Hold	1,200	–	–	0.01%	1461
2023 Q1	$493K	Hold	1,200	–	–	0.01%	1495
2022 Q4	$461K	Hold	1,200	–	–	0.01%	1534
2022 Q3	$430K	Sell	1,200 -580	-33%	-$232K	0.01%	1579
2022 Q2	$675K	Hold	1,780	–	–	0.01%	1429
2022 Q1	$808K	Hold	1,780	–	–	0.01%	1442
2021 Q4	$849K	Buy	+1,780	New	+$820K	0.01%	1442

Other funds holding IVV

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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

Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return

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

Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return

Yousif Capital Management's IVV Position: Q2 2026 in Review

Yousif Capital Management held its iShares Core S&P 500 ETF (IVV) position steady in Q2 2026 at 325 shares worth $243K. The position accounts for ﹤0.01% of the portfolio, ranked #1566.

Yousif Capital Management first reported a position in IVV in Q4 2021 and has held it in 18 quarters since. The position peaked at $849K in Q4 2021. 1,526 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

Yousif Capital Management held 325 shares of iShares Core S&P 500 ETF worth $243K as of Q2 2026.
Yousif Capital Management left its iShares Core S&P 500 ETF share count unchanged in Q2 2026.
iShares Core S&P 500 ETF made up ﹤0.01% of Yousif Capital Management's portfolio in Q2 2026, its #1566 holding.
Yousif Capital Management first reported a position in iShares Core S&P 500 ETF in Q4 2021 and has held it in 18 quarters since.
Yousif Capital Management's iShares Core S&P 500 ETF position peaked at $849K in Q4 2021.
1,526 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

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