Jackson Thornton Wealth Management’s iShares Core S&P 500 ETF IVV Stock Holding History

Jackson Thornton Wealth 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 Q1	$825K	Hold	1,209	–	–	0.07%	71
2025 Q4	$840K	Hold	1,209	–	–	0.08%	69
2025 Q3	$818K	Buy	1,209 +42	+4%	+$27.1K	0.08%	59
2025 Q2	$727K	Buy	1,167 +682	+141%	+$392K	0.08%	43
2025 Q1	$256K	Buy	+485	New	+$286K	0.03%	74
2024 Q1	–	Sell	-719	Closed	-$343K	–	53
2023 Q4	$343K	Buy	+719	New	+$322K	0.06%	37

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 Thornton Wealth Management's IVV Position: Q1 2026 in Review

Jackson Thornton Wealth Management held its iShares Core S&P 500 ETF (IVV) position steady in Q1 2026 at 1,209 shares worth $825K. The position accounts for 0.07% of the portfolio, ranked #71.

Jackson Thornton Wealth Management first reported a position in IVV in Q4 2023 and has held it in 6 quarters since. The position peaked at $840K in Q4 2025. 3,977 funds tracked by Wall St. Rank hold IVV as of Q1 2026.

Jackson Thornton Wealth Management held 1,209 shares of iShares Core S&P 500 ETF worth $825K as of Q1 2026.
Jackson Thornton Wealth Management left its iShares Core S&P 500 ETF share count unchanged in Q1 2026.
iShares Core S&P 500 ETF made up 0.07% of Jackson Thornton Wealth Management's portfolio in Q1 2026, its #71 holding.
Jackson Thornton Wealth Management first reported a position in iShares Core S&P 500 ETF in Q4 2023 and has held it in 6 quarters since.
Jackson Thornton Wealth Management's iShares Core S&P 500 ETF position peaked at $840K in Q4 2025.
3,977 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q1 2026.

Based on Jackson Thornton Wealth Management's 13F filing for Q1 2026, filed 29 Apr 2026.