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 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 $5.72T AUM 30.48% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Jackson Square Capital's IVV Position: Q1 2026 in Review

Jackson Square Capital held its iShares Core S&P 500 ETF (IVV) position steady in Q1 2026 at 1,033 shares worth $675K. The position accounts for 0.14% of the portfolio, ranked #82.

Jackson Square Capital first reported a position in IVV in Q2 2024 and has held it in 8 quarters since. The position peaked at $708K in Q4 2025. 3,976 funds tracked by Wall St. Rank hold IVV as of Q1 2026.

Jackson Square Capital held 1,033 shares of iShares Core S&P 500 ETF worth $675K as of Q1 2026.
Jackson Square Capital left its iShares Core S&P 500 ETF share count unchanged in Q1 2026.
iShares Core S&P 500 ETF made up 0.14% of Jackson Square Capital's portfolio in Q1 2026, its #82 holding.
Jackson Square Capital first reported a position in iShares Core S&P 500 ETF in Q2 2024 and has held it in 8 quarters since.
Jackson Square Capital's iShares Core S&P 500 ETF position peaked at $708K in Q4 2025.
3,976 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q1 2026.

Based on Jackson Square Capital's 13F filing for Q1 2026, filed 13 Apr 2026.