JHCP
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Jackson Hole Capital Partners’s iShares Core S&P 500 ETF IVV Stock Holding History

Jackson Hole Capital Partners’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
Q1 		$15.4M Buy
23,511
+653
+3% +$446K 2.54% 5
2025
Q4 		$15.7M Buy
22,858
+372
+2% +$253K 2.68% 5
2025
Q3 		$15.1M Sell
22,486
-131
-0.6% -$84.4K 2.57% 5
2025
Q2 		$14M Sell
22,617
-110
-0.5% -$63.2K 2.57% 5
2025
Q1 		$12.8M Buy
22,727
+522
+2% +$308K 2.53% 5
2024
Q4 		$13.1M Sell
22,205
-394
-2% -$233K 2.64% 5
2024
Q3 		$13M Sell
22,599
-1,629
-7% -$906K 2.72% 5
2024
Q2 		$13.3M Sell
24,228
-1,586
-6% -$834K 2.88% 5
2024
Q1 		$13.6M Buy
25,814
+204
+0.8% +$102K 3.06% 5
2023
Q4 		$12.2M Buy
25,610
+792
+3% +$354K 3.11% 6
2023
Q3 		$10.7M Sell
24,818
-1,066
-4% -$477K 3.12% 5
2023
Q2 		$11.5M Sell
25,884
-3,638
-12% -$1.53M 3.16% 5
2023
Q1 		$12.1M Sell
29,522
-847
-3% -$340K 3.17% 5
2022
Q4 		$11.7M Sell
30,369
-3,761
-11% -$1.45M 3.49% 2
2022
Q3 		$12.2M Sell
34,130
-1,368
-4% -$546K 3.77% 2
2022
Q2 		$13.5M Buy
35,498
+5,624
+19% +$2.31M 4.21% 2
2022
Q1 		$13.6M Buy
29,874
+1,396
+5% +$624K 3.9% 2
2021
Q4 		$13.6M Sell
28,478
-1,371
-5% -$632K 4.25% 2
2021
Q3 		$12.9M Sell
29,849
-820
-3% -$363K 4.18% 3
2021
Q2 		$13.2M Sell
30,669
-312
-1% -$131K 4.56% 2
2021
Q1 		$12.3M Buy
30,981
+1,309
+4% +$507K 5.07% 2
2020
Q4 		$11.1M Buy
29,672
+132
+0.4% +$47K 5.07% 1
2020
Q3 		$9.93M Sell
29,540
-68
-0.2% -$22.6K 5.22% 2
2020
Q2 		$9.17M Sell
29,608
-5,970
-17% -$1.75M 5.58% 1
2020
Q1 		$9.19M Buy
35,578
+7,896
+29% +$2.42M 6.85% 1
2019
Q4 		$8.95M Buy
27,682
+109
+0.4% +$33.7K 4.91% 2
2019
Q3 		$8.23M Buy
27,573
+11,798
+75% +$3.51M 4.64% 2
2019
Q2 		$4.65M Buy
15,775
+1,878
+14% +$544K 2.89% 3
2019
Q1 		$3.95M Buy
13,897
+585
+4% +$160K 3.49% 2
2018
Q4 		$3.35M Buy
+13,312
New +$3.62M 3.53% 2

Other funds holding IVV

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Jackson Hole Capital Partners's IVV Position: Q1 2026 in Review

Jackson Hole Capital Partners increased its iShares Core S&P 500 ETF (IVV) stake by 2.9% in Q1 2026, buying an estimated $446K and bringing the position to 23,511 shares worth $15.4M. The position accounts for 2.54% of the portfolio, ranked #5.

Jackson Hole Capital Partners first reported a position in IVV in Q4 2018 and has held it in 30 quarters since. The position peaked at $15.7M in Q4 2025. 3,980 funds tracked by Wall St. Rank hold IVV as of Q1 2026.

  • Jackson Hole Capital Partners held 23,511 shares of iShares Core S&P 500 ETF worth $15.4M as of Q1 2026.
  • Jackson Hole Capital Partners bought 653 iShares Core S&P 500 ETF shares in Q1 2026, an estimated $446K.
  • iShares Core S&P 500 ETF made up 2.54% of Jackson Hole Capital Partners's portfolio in Q1 2026, its #5 holding.
  • Jackson Hole Capital Partners first reported a position in iShares Core S&P 500 ETF in Q4 2018 and has held it in 30 quarters since.
  • Jackson Hole Capital Partners's iShares Core S&P 500 ETF position peaked at $15.7M in Q4 2025.
  • 3,980 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q1 2026.

Based on Jackson Hole Capital Partners's 13F filing for Q1 2026, filed 8 May 2026.