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

Inman Jager 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	$18.9M	Buy	25,197 +278	+1%	+$202K	10.04%	1
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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capula Management Grand Cayman, Cayman Islands $28B AUM 22.67% 1-Year Est. Return

Inman Jager Wealth Management's IVV Position: Q2 2026 in Review

Inman Jager Wealth Management increased its iShares Core S&P 500 ETF (IVV) stake by 1.1% in Q2 2026, buying an estimated $202K and bringing the position to 25,197 shares worth $18.9M. The position accounts for 10.04% of the portfolio, ranked #1.

Inman Jager Wealth Management first reported a position in IVV in Q4 2024 and has held it in 7 quarters since. 4,102 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

Inman Jager Wealth Management held 25,197 shares of iShares Core S&P 500 ETF worth $18.9M as of Q2 2026.
Inman Jager Wealth Management bought 278 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $202K.
iShares Core S&P 500 ETF made up 10.04% of Inman Jager Wealth Management's portfolio in Q2 2026, its #1 holding.
Inman Jager Wealth Management first reported a position in iShares Core S&P 500 ETF in Q4 2024 and has held it in 7 quarters since.
4,102 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Inman Jager Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.