J. Safra Asset Management’s iShares Core S&P 500 ETF IVV Stock Holding History
Bought
Maintained
Sold
Other funds holding IVV
CM
J. Safra Asset Management's IVV Position: Q2 2026 in Review
J. Safra Asset Management increased its iShares Core S&P 500 ETF (IVV) stake by 12% in Q2 2026, buying an estimated $149K and bringing the position to 1,976 shares worth $1.48M. The position accounts for 0.07% of the portfolio, ranked #84.
J. Safra Asset Management first reported a position in IVV in Q2 2025 and has held it in 5 quarters since. 4,123 funds tracked by Wall St. Rank hold IVV as of Q2 2026.
- J. Safra Asset Management held 1,976 shares of iShares Core S&P 500 ETF worth $1.48M as of Q2 2026.
- J. Safra Asset Management bought 205 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $149K.
- iShares Core S&P 500 ETF made up 0.07% of J. Safra Asset Management's portfolio in Q2 2026, its #84 holding.
- J. Safra Asset Management first reported a position in iShares Core S&P 500 ETF in Q2 2025 and has held it in 5 quarters since.
- 4,123 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.
Based on J. Safra Asset Management's 13F filing for Q2 2026, filed 6 Aug 2026.