Jackson Square Capital’s iShares Core S&P 500 ETF IVV Stock Holding History

Jackson Square Capital’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 Q3	$927K	Buy	1,211 +114	+10%	+$87K	0.14%	77
2026 Q2	$822K	Buy	1,097 +64	+6%	+$46.6K	0.11%	83
2026 Q1	$675K	Hold	1,033	–	–	0.14%	82
2025 Q4	$708K	Buy	1,033 +62	+6%	+$42.1K	0.14%	86
2025 Q3	$650K	Buy	971 +96	+11%	+$61.8K	0.14%	91
2025 Q2	$543K	Sell	875 -371	-30%	-$213K	0.12%	107
2025 Q1	$700K	Buy	1,246 +135	+12%	+$79.7K	0.23%	80
2024 Q4	$654K	Buy	1,111 +156	+16%	+$92.3K	0.16%	103
2024 Q3	$551K	Buy	955 +506	+113%	+$281K	0.14%	97
2024 Q2	$246K	Buy	+449	New	+$236K	0.06%	119

Other funds holding IVV

Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Japan Science & Technology Agency Tokyo, Japan $5.51B AUM 3.11% 1-Year Est. Return

Alaska Permanent Fund Juneau, Alaska $1.28B AUM 16.36% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return

Aspiriant LLC Los Angeles, California $4.08B AUM 12.02% 1-Year Est. Return

Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return

Orgel Wealth Management Altoona, Wisconsin $5.3B AUM 8.93% 1-Year Est. Return

JB Capital Wethersfield, Connecticut $2.93B AUM 20.02% 1-Year Est. Return

Jackson Square Capital's IVV Position: Q3 2026 in Review

Jackson Square Capital increased its iShares Core S&P 500 ETF (IVV) stake by 10% in Q3 2026, buying an estimated $87K and bringing the position to 1,211 shares worth $927K. The position accounts for 0.14% of the portfolio, ranked #77.

Jackson Square Capital first reported a position in IVV in Q2 2024 and has held it in 10 quarters since. 1,156 funds tracked by Wall St. Rank hold IVV as of Q3 2026.

Jackson Square Capital held 1,211 shares of iShares Core S&P 500 ETF worth $927K as of Q3 2026.
Jackson Square Capital bought 114 iShares Core S&P 500 ETF shares in Q3 2026, an estimated $87K.
iShares Core S&P 500 ETF made up 0.14% of Jackson Square Capital's portfolio in Q3 2026, its #77 holding.
Jackson Square Capital first reported a position in iShares Core S&P 500 ETF in Q2 2024 and has held it in 10 quarters since.
1,156 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q3 2026.

Based on Jackson Square Capital's 13F filing for Q3 2026, filed 19 Oct 2026.