JCM
IVV icon

J2 Capital Management’s iShares Core S&P 500 ETF IVV Stock Holding History

J2 Capital 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 		$2.38M Sell
3,181
-69
-2% -$50.2K 1.6% 9
2026
Q1 		$2.12M Buy
3,250
+236
+8% +$161K 1.46% 12
2025
Q4 		$2.06M Buy
3,014
+105
+4% +$71.3K 1.51% 14
2025
Q3 		$1.95M Sell
2,909
-703
-19% -$453K 1.46% 15
2025
Q2 		$2.24M Buy
3,612
+67
+2% +$38.5K 1.79% 12
2025
Q1 		$1.99M Buy
3,545
+7
+0.2% +$4.13K 1.83% 9
2024
Q4 		$2.08M Buy
+3,538
New +$2.09M 1.95% 10
2023
Q3 		$1.27M Sell
2,949
-221
-7% -$98.9K 1.6% 11
2023
Q2 		$1.41M Sell
3,170
-681
-18% -$287K 1.68% 12
2023
Q1 		$1.58M Buy
3,851
+1,634
+74% +$655K 2.45% 8
2022
Q4 		$852K Sell
2,217
-22
-1% -$8.49K 1.46% 14
2022
Q3 		$803K Sell
2,239
-1,516
-40% -$605K 1.52% 15
2022
Q2 		$1.42M Buy
3,755
+60
+2% +$24.7K 2.17% 11
2022
Q1 		$1.68M Buy
3,695
+264
+8% +$118K 1.84% 16
2021
Q4 		$1.64M Buy
+3,431
New +$1.58M 1.56% 17

Other funds holding IVV

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return
NFA
Nationwide Fund Advisors Columbus, Ohio $2.42B AUM 17.68% 1-Year Est. Return
GT
Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return

J2 Capital Management's IVV Position: Q2 2026 in Review

J2 Capital Management reduced its iShares Core S&P 500 ETF (IVV) stake by 2.1% in Q2 2026, selling an estimated $50.2K and leaving 3,181 shares worth $2.38M. The position accounts for 1.6% of the portfolio, ranked #9.

J2 Capital Management first reported a position in IVV in Q4 2021 and has held it in 15 quarters since. 1,947 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

  • J2 Capital Management held 3,181 shares of iShares Core S&P 500 ETF worth $2.38M as of Q2 2026.
  • J2 Capital Management sold 69 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $50.2K.
  • iShares Core S&P 500 ETF made up 1.6% of J2 Capital Management's portfolio in Q2 2026, its #9 holding.
  • J2 Capital Management first reported a position in iShares Core S&P 500 ETF in Q4 2021 and has held it in 15 quarters since.
  • 1,947 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on J2 Capital Management's 13F filing for Q2 2026, filed 20 Jul 2026.