Jackson Wealth Management’s iShares Core S&P 500 ETF IVV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $23.2M | Buy |
35,467
+98
| +0.3% | +$66.9K | 2.38% | 10 |
|
|
2025
Q4 | $24.2M | Buy |
35,369
+2,629
| +8% | +$1.79M | 2.36% | 10 |
|
|
2025
Q3 | $21.9M | Buy |
32,740
+18
| +0.1% | +$11.6K | 2.19% | 10 |
|
|
2025
Q2 | $20.3M | Buy |
32,722
+227
| +0.7% | +$130K | 2.21% | 9 |
|
|
2025
Q1 | $18.3M | Sell |
32,495
-79
| -0.2% | -$46.6K | 2.22% | 10 |
|
|
2024
Q4 | $19.2M | Buy |
32,574
+4,111
| +14% | +$2.43M | 2.17% | 8 |
|
|
2024
Q3 | $16.4M | Buy |
28,463
+12,248
| +76% | +$6.81M | 1.96% | 11 |
|
|
2024
Q2 | $8.87M | Sell |
16,215
-13,495
| -45% | -$7.1M | 1.9% | 9 |
|
|
2024
Q1 | $15.6M | Buy |
29,710
+805
| +3% | +$403K | 1.95% | 9 |
|
|
2023
Q4 | $13.8M | Sell |
28,905
-7,389
| -20% | -$3.31M | 1.82% | 9 |
|
|
2023
Q3 | $15.6M | Buy |
36,294
+6,242
| +21% | +$2.79M | 2.23% | 7 |
|
|
2023
Q2 | $13.4M | Buy |
+30,052
| New | +$12.7M | 1.97% | 11 |
|
|
2023
Q1 | – | Sell |
-12,722
| Closed | -$4.89M | – | 153 |
|
|
2022
Q4 | $4.89M | Sell |
12,722
-3,056
| -19% | -$1.18M | 1.8% | 16 |
|
|
2022
Q3 | $5.66M | Buy |
15,778
+10,965
| +228% | +$4.38M | 1.11% | 25 |
|
|
2022
Q2 | $1.82M | Sell |
4,813
-14,323
| -75% | -$5.89M | 0.85% | 34 |
|
|
2022
Q1 | $8.68M | Sell |
19,136
-15
| -0.1% | -$6.71K | 1.21% | 26 |
|
|
2021
Q4 | $9.13M | Sell |
19,151
-32,815
| -63% | -$15.1M | 1.16% | 26 |
|
|
2021
Q3 | $125K | Sell |
51,966
-2,610
| -5% | -$1.16M | 1.51% | 14 |
|
|
2021
Q2 | $23.5M | Buy |
54,576
+36,671
| +205% | +$15.4M | 2.97% | 8 |
|
|
2021
Q1 | $7.12M | Buy |
17,905
+1,540
| +9% | +$596K | 1.07% | 27 |
|
|
2020
Q4 | $6.14M | Sell |
16,365
-1,628
| -9% | -$579K | 0.84% | 30 |
|
|
2020
Q3 | $6.05M | Sell |
17,993
-2,959
| -14% | -$985K | 0.91% | 28 |
|
|
2020
Q2 | $6.49M | Buy |
20,952
+6,453
| +45% | +$1.89M | 1.15% | 21 |
|
|
2020
Q1 | $4.25M | Sell |
14,499
-87,185
| -86% | -$26.7M | 0.89% | 26 |
|
|
2019
Q4 | $33.6M | Sell |
101,684
-1,733
| -2% | -$536K | 5.57% | 1 |
|
|
2019
Q3 | $30.5M | Sell |
103,417
-2,834
| -3% | -$842K | 6.39% | 3 |
|
|
2019
Q2 | $31.9M | Sell |
106,251
-3,918
| -4% | -$1.14M | 6.94% | 3 |
|
|
2019
Q1 | $31.4M | Buy |
110,169
+1,982
| +2% | +$542K | 7.66% | 2 |
|
|
2018
Q4 | $26.6M | Sell |
108,187
-30,053
| -22% | -$8.16M | 7.95% | 2 |
|
|
2018
Q3 | $40.5M | Buy |
138,240
+8,808
| +7% | +$2.53M | 8.51% | 2 |
|
|
2018
Q2 | $37M | Sell |
129,432
-12,283
| -9% | -$3.34M | 8.63% | 1 |
|
|
2018
Q1 | $37.6M | Sell |
141,715
-16,244
| -10% | -$4.47M | 10.51% | 1 |
|
|
2017
Q4 | $43.7M | Sell |
157,959
-92,217
| -37% | -$24.2M | 11.08% | 1 |
|
|
2017
Q3 | $64.1M | Buy |
250,176
+16,665
| +7% | +$4.14M | 17.36% | 1 |
|
|
2017
Q2 | $58.1M | Buy |
233,511
+13,409
| +6% | +$3.24M | 18.41% | 1 |
|
|
2017
Q1 | $52.1M | Buy |
220,102
+5,118
| +2% | +$1.2M | 18.82% | 1 |
|
|
2016
Q4 | $48.9M | Buy |
214,984
+2,490
| +1% | +$547K | 19.1% | 1 |
|
|
2016
Q3 | $45.7M | Sell |
212,494
-7,368
| -3% | -$1.6M | 17.29% | 1 |
|
|
2016
Q2 | $46.3M | Buy |
219,862
+33,942
| +18% | +$7.08M | 17.22% | 1 |
|
|
2016
Q1 | $38.2M | Sell |
185,920
-9,330
| -5% | -$1.83M | 14.71% | 2 |
|
|
2015
Q4 | $38M | Buy |
195,250
+29,931
| +18% | +$6.18M | 15.02% | 2 |
|
|
2015
Q3 | $31.9M | Buy |
165,319
+1,181
| +0.7% | +$241K | 11.42% | 2 |
|
|
2015
Q2 | $33.9M | Buy |
164,138
+9,287
| +6% | +$1.97M | 11.48% | 2 |
|
|
2015
Q1 | $32.2M | Buy |
154,851
+9,886
| +7% | +$2.05M | 10.37% | 1 |
|
|
2014
Q4 | $30M | Buy |
+144,965
| New | +$29.3M | 9.78% | 1 |
|
Other funds holding IVV
Jackson Wealth Management's IVV Position: Q1 2026 in Review
Jackson Wealth Management increased its iShares Core S&P 500 ETF (IVV) stake by 0.28% in Q1 2026, buying an estimated $66.9K and bringing the position to 35,467 shares worth $23.2M. The position accounts for 2.38% of the portfolio, ranked #10.
Jackson Wealth Management first reported a position in IVV in Q4 2014 and has held it in 45 quarters since. The position peaked at $64.1M in Q3 2017. 3,980 funds tracked by Wall St. Rank hold IVV as of Q1 2026.
- Jackson Wealth Management held 35,467 shares of iShares Core S&P 500 ETF worth $23.2M as of Q1 2026.
- Jackson Wealth Management bought 98 iShares Core S&P 500 ETF shares in Q1 2026, an estimated $66.9K.
- iShares Core S&P 500 ETF made up 2.38% of Jackson Wealth Management's portfolio in Q1 2026, its #10 holding.
- Jackson Wealth Management first reported a position in iShares Core S&P 500 ETF in Q4 2014 and has held it in 45 quarters since.
- Jackson Wealth Management's iShares Core S&P 500 ETF position peaked at $64.1M in Q3 2017.
- 3,980 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q1 2026.
Based on Jackson Wealth Management's 13F filing for Q1 2026, filed 11 May 2026.