J.E. Simmons & Co’s iShares Core S&P 500 ETF IVV Stock Holding History
Bought
Maintained
Sold
Other funds holding IVV
CM
J.E. Simmons & Co's IVV Position: Q2 2026 in Review
J.E. Simmons & Co reduced its iShares Core S&P 500 ETF (IVV) stake by 1.6% in Q2 2026, selling an estimated $570K and leaving 48,342 shares worth $36.2M. The position accounts for 20.4% of the portfolio, ranked #1.
J.E. Simmons & Co first reported a position in IVV in Q4 2025 and has held it in 3 quarters since. 4,094 funds tracked by Wall St. Rank hold IVV as of Q2 2026.
- J.E. Simmons & Co held 48,342 shares of iShares Core S&P 500 ETF worth $36.2M as of Q2 2026.
- J.E. Simmons & Co sold 783 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $570K.
- iShares Core S&P 500 ETF made up 20.4% of J.E. Simmons & Co's portfolio in Q2 2026, its #1 holding.
- J.E. Simmons & Co first reported a position in iShares Core S&P 500 ETF in Q4 2025 and has held it in 3 quarters since.
- 4,094 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.
Based on J.E. Simmons & Co's 13F filing for Q2 2026, filed 15 Jul 2026.