JC
IVV icon

Jacobs & Co’s iShares Core S&P 500 ETF IVV Stock Holding History

Jacobs & Co’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 		$246K Hold
329
– – 0.02% 124
2026
Q1 		$214K Hold
329
– – 0.02% 123
2025
Q4 		$225K Hold
329
– – 0.02% 119
2025
Q3 		$220K Hold
329
– – 0.02% 119
2025
Q2 		$204K Buy
+329
New +$189K 0.02% 120

Other funds holding IVV

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
AG
AIA Group Hong Kong $7.95B AUM 28.94% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return
NFA
Nationwide Fund Advisors Columbus, Ohio $2.42B AUM 17.68% 1-Year Est. Return

Jacobs & Co's IVV Position: Q2 2026 in Review

Jacobs & Co held its iShares Core S&P 500 ETF (IVV) position steady in Q2 2026 at 329 shares worth $246K. The position accounts for 0.02% of the portfolio, ranked #124.

Jacobs & Co first reported a position in IVV in Q2 2025 and has held it in 5 quarters since. 2,171 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

  • Jacobs & Co held 329 shares of iShares Core S&P 500 ETF worth $246K as of Q2 2026.
  • Jacobs & Co left its iShares Core S&P 500 ETF share count unchanged in Q2 2026.
  • iShares Core S&P 500 ETF made up 0.02% of Jacobs & Co's portfolio in Q2 2026, its #124 holding.
  • Jacobs & Co first reported a position in iShares Core S&P 500 ETF in Q2 2025 and has held it in 5 quarters since.
  • 2,171 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Jacobs & Co's 13F filing for Q2 2026, filed 9 Jul 2026.