Inman Jager Wealth Management’s iShares Core S&P 500 ETF IVV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$16.3M Buy
24,919
+3,522
+16% +$2.41M 9.51% 2
2025
Q4
$14.7M Buy
21,397
+2,355
+12% +$1.6M 8.97% 2
2025
Q3
$12.7M Buy
19,042
+224
+1% +$144K 8.14% 2
2025
Q2
$11.7M Sell
18,818
-483
-3% -$277K 7.9% 2
2025
Q1
$10.8M Sell
19,301
-1,206
-6% -$712K 8.13% 2
2024
Q4
$12.1M Buy
+20,507
New +$12.1M 9.41% 2

Other funds holding IVV

Inman Jager Wealth Management's IVV Position: Q1 2026 in Review

Inman Jager Wealth Management increased its iShares Core S&P 500 ETF (IVV) stake by 16% in Q1 2026, buying an estimated $2.41M and bringing the position to 24,919 shares worth $16.3M. The position accounts for 9.51% of the portfolio, ranked #2.

Inman Jager Wealth Management first reported a position in IVV in Q4 2024 and has held it in 6 quarters since. 3,975 funds tracked by Wall St. Rank hold IVV as of Q1 2026.

  • Inman Jager Wealth Management held 24,919 shares of iShares Core S&P 500 ETF worth $16.3M as of Q1 2026.
  • Inman Jager Wealth Management bought 3,522 iShares Core S&P 500 ETF shares in Q1 2026, an estimated $2.41M.
  • iShares Core S&P 500 ETF made up 9.51% of Inman Jager Wealth Management's portfolio in Q1 2026, its #2 holding.
  • Inman Jager Wealth Management first reported a position in iShares Core S&P 500 ETF in Q4 2024 and has held it in 6 quarters since.
  • 3,975 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q1 2026.

Based on Inman Jager Wealth Management's 13F filing for Q1 2026, filed 23 Apr 2026.