Jamison Private Wealth Management’s iShares Core S&P 500 ETF IVV Stock Holding History

Jamison Private 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 Q2	$6.86M	Buy	9,157 +74	+0.8%	+$53.9K	0.69%	46
2026 Q1	$5.93M	Buy	9,083 +252	+3%	+$172K	0.72%	45
2025 Q4	$6.05M	Buy	8,831 +418	+5%	+$284K	0.73%	45
2025 Q3	$5.63M	Buy	8,413 +320	+4%	+$206K	0.71%	46
2025 Q2	$5.03M	Sell	8,093 -156	-2%	-$89.6K	0.72%	46
2025 Q1	$4.64M	Sell	8,249 -79	-0.9%	-$46.6K	0.71%	43
2024 Q4	$4.9M	Buy	8,328 +375	+5%	+$222K	0.72%	46
2024 Q3	$4.59M	Buy	7,953 +679	+9%	+$378K	0.7%	47
2024 Q2	$3.98M	Buy	7,274 +1,026	+16%	+$540K	0.66%	47
2024 Q1	$3.28M	Buy	6,248 +180	+3%	+$90.1K	0.56%	51
2023 Q4	$2.9M	Buy	6,068 +310	+5%	+$139K	0.54%	52
2023 Q3	$2.47M	Buy	+5,758	New	+$2.58M	0.51%	55

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

Jamison Private Wealth Management's IVV Position: Q2 2026 in Review

Jamison Private Wealth Management increased its iShares Core S&P 500 ETF (IVV) stake by 0.81% in Q2 2026, buying an estimated $53.9K and bringing the position to 9,157 shares worth $6.86M. The position accounts for 0.69% of the portfolio, ranked #46.

Jamison Private Wealth Management first reported a position in IVV in Q3 2023 and has held it in 12 quarters since. 4,094 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

Jamison Private Wealth Management held 9,157 shares of iShares Core S&P 500 ETF worth $6.86M as of Q2 2026.
Jamison Private Wealth Management bought 74 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $53.9K.
iShares Core S&P 500 ETF made up 0.69% of Jamison Private Wealth Management's portfolio in Q2 2026, its #46 holding.
Jamison Private Wealth Management first reported a position in iShares Core S&P 500 ETF in Q3 2023 and has held it in 12 quarters since.
4,094 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Jamison Private Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.