J.M. Forbes & Co’s iShares Core S&P 500 ETF IVV Stock Holding History

J.M. Forbes & Co’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	$2.4M	Hold	3,210	–	–	0.19%	65
2026 Q1	$2.1M	Buy	3,210 +13	+0.4%	+$8.88K	0.18%	68
2025 Q4	$2.19M	Buy	3,197 +72	+2%	+$48.9K	0.18%	68
2025 Q3	$2.09M	Hold	3,125	–	–	0.17%	70
2025 Q2	$1.94M	Hold	3,125	–	–	0.18%	69
2025 Q1	$1.76M	Buy	3,125 +25	+0.8%	+$14.8K	0.17%	70
2024 Q4	$1.82M	Hold	3,100	–	–	0.18%	69
2024 Q3	$1.79M	Buy	3,100 +80	+3%	+$44.5K	0.17%	68
2024 Q2	$1.65M	Hold	3,020	–	–	0.17%	68
2024 Q1	$1.59M	Buy	3,020 +370	+14%	+$185K	0.17%	68
2023 Q4	$1.27M	Hold	2,650	–	–	0.15%	69
2023 Q3	$1.14M	Hold	2,650	–	–	0.15%	68
2023 Q2	$1.18M	Buy	+2,650	New	+$1.12M	0.15%	67

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

J.M. Forbes & Co's IVV Position: Q2 2026 in Review

J.M. Forbes & Co held its iShares Core S&P 500 ETF (IVV) position steady in Q2 2026 at 3,210 shares worth $2.4M. The position accounts for 0.19% of the portfolio, ranked #65.

J.M. Forbes & Co first reported a position in IVV in Q2 2023 and has held it in 13 quarters since. 4,089 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

J.M. Forbes & Co held 3,210 shares of iShares Core S&P 500 ETF worth $2.4M as of Q2 2026.
J.M. Forbes & Co left its iShares Core S&P 500 ETF share count unchanged in Q2 2026.
iShares Core S&P 500 ETF made up 0.19% of J.M. Forbes & Co's portfolio in Q2 2026, its #65 holding.
J.M. Forbes & Co first reported a position in iShares Core S&P 500 ETF in Q2 2023 and has held it in 13 quarters since.
4,089 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on J.M. Forbes & Co's 13F filing for Q2 2026, filed 20 Jul 2026.