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 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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capula Management Grand Cayman, Cayman Islands $28B AUM 22.67% 1-Year Est. Return

Jackson Square Capital's IVV Position: Q2 2026 in Review

Jackson Square Capital increased its iShares Core S&P 500 ETF (IVV) stake by 6.2% in Q2 2026, buying an estimated $46.6K and bringing the position to 1,097 shares worth $822K. The position accounts for 0.11% of the portfolio, ranked #83.

Jackson Square Capital first reported a position in IVV in Q2 2024 and has held it in 9 quarters since. 4,102 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

Jackson Square Capital held 1,097 shares of iShares Core S&P 500 ETF worth $822K as of Q2 2026.
Jackson Square Capital bought 64 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $46.6K.
iShares Core S&P 500 ETF made up 0.11% of Jackson Square Capital's portfolio in Q2 2026, its #83 holding.
Jackson Square Capital first reported a position in iShares Core S&P 500 ETF in Q2 2024 and has held it in 9 quarters since.
4,102 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Jackson Square Capital's 13F filing for Q2 2026, filed 21 Jul 2026.