GJWM
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Gilliland Jeter Wealth Management’s iShares Core S&P 500 ETF IVV Stock Holding History

Gilliland Jeter Wealth 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 		$6.23M Buy
8,312
+2,206
+36% +$1.61M 1.63% 12
2026
Q1 		$3.99M Sell
6,106
-33
-0.5% -$22.5K 1.18% 18
2025
Q4 		$4.2M Buy
6,139
+745
+14% +$506K 1.27% 16
2025
Q3 		$3.61M Buy
5,394
+663
+14% +$427K 1.11% 22
2025
Q2 		$2.94M Sell
4,731
-74
-2% -$42.5K 0.96% 25
2025
Q1 		$2.7M Buy
4,805
+127
+3% +$75K 0.95% 26
2024
Q4 		$2.75M Buy
4,678
+712
+18% +$421K 0.93% 27
2024
Q3 		$2.29M Buy
3,966
+298
+8% +$166K 0.74% 36
2024
Q2 		$2.01M Buy
3,668
+209
+6% +$110K 0.68% 40
2024
Q1 		$1.82M Buy
3,459
+950
+38% +$475K 0.63% 42
2023
Q4 		$1.2M Buy
+2,509
New +$1.12M 0.5% 56

Other funds holding IVV

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
AG
AIA Group Hong Kong $7.95B AUM 28.94% 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

Gilliland Jeter Wealth Management's IVV Position: Q2 2026 in Review

Gilliland Jeter Wealth Management increased its iShares Core S&P 500 ETF (IVV) stake by 36% in Q2 2026, buying an estimated $1.61M and bringing the position to 8,312 shares worth $6.23M. The position accounts for 1.63% of the portfolio, ranked #12.

Gilliland Jeter Wealth Management first reported a position in IVV in Q4 2023 and has held it in 11 quarters since. 2,254 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

  • Gilliland Jeter Wealth Management held 8,312 shares of iShares Core S&P 500 ETF worth $6.23M as of Q2 2026.
  • Gilliland Jeter Wealth Management bought 2,206 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $1.61M.
  • iShares Core S&P 500 ETF made up 1.63% of Gilliland Jeter Wealth Management's portfolio in Q2 2026, its #12 holding.
  • Gilliland Jeter Wealth Management first reported a position in iShares Core S&P 500 ETF in Q4 2023 and has held it in 11 quarters since.
  • 2,254 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Gilliland Jeter Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.