J. Safra Asset Management’s iShares Core S&P 500 ETF IVV Stock Holding History
Bought
Maintained
Sold
Other funds holding IVV
J. Safra Asset Management's IVV Position: Q1 2026 in Review
J. Safra Asset Management held its iShares Core S&P 500 ETF (IVV) position steady in Q1 2026 at 1,771 shares worth $1.16M. The position accounts for 0.06% of the portfolio, ranked #85.
J. Safra Asset Management first reported a position in IVV in Q2 2025 and has held it in 4 quarters since. The position peaked at $1.21M in Q4 2025. 3,980 funds tracked by Wall St. Rank hold IVV as of Q1 2026.
- J. Safra Asset Management held 1,771 shares of iShares Core S&P 500 ETF worth $1.16M as of Q1 2026.
- J. Safra Asset Management left its iShares Core S&P 500 ETF share count unchanged in Q1 2026.
- iShares Core S&P 500 ETF made up 0.06% of J. Safra Asset Management's portfolio in Q1 2026, its #85 holding.
- J. Safra Asset Management first reported a position in iShares Core S&P 500 ETF in Q2 2025 and has held it in 4 quarters since.
- J. Safra Asset Management's iShares Core S&P 500 ETF position peaked at $1.21M in Q4 2025.
- 3,980 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q1 2026.
Based on J. Safra Asset Management's 13F filing for Q1 2026, filed 4 May 2026.