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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
Q3 		$7M Sell
9,138
-19
-0.2% -$14.5K 0.71% 46
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

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
APF
Alaska Permanent Fund Juneau, Alaska $1.28B AUM 16.36% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
AWE
Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return
TIA
Traphagen Investment Advisors Oradell, New Jersey $1.46B AUM 14.92% 1-Year Est. Return
FFA
Fragasso Financial Advisors Sewickley, Pennsylvania $1.99B AUM 16.69% 1-Year Est. Return
BOF
Bank of Finland Helsinki, Finland $1.38B AUM 11.75% 1-Year Est. Return
FHB
First Hawaiian Bank Honolulu, Hawaii $826M AUM 13.14% 1-Year Est. Return
HCA
Heck Capital Advisors Rhinelander, Wisconsin $1.82B AUM 17.91% 1-Year Est. Return
LPT
Legacy Private Trust Neenah, Wisconsin $1.83B AUM 13% 1-Year Est. Return

Jamison Private Wealth Management's IVV Position: Q3 2026 in Review

Jamison Private Wealth Management reduced its iShares Core S&P 500 ETF (IVV) stake by 0.21% in Q3 2026, selling an estimated $14.5K and leaving 9,138 shares worth $7M. The position accounts for 0.71% of the portfolio, ranked #46.

Jamison Private Wealth Management first reported a position in IVV in Q3 2023 and has held it in 13 quarters since. 527 funds tracked by Wall St. Rank hold IVV as of Q3 2026.

  • Jamison Private Wealth Management held 9,138 shares of iShares Core S&P 500 ETF worth $7M as of Q3 2026.
  • Jamison Private Wealth Management sold 19 iShares Core S&P 500 ETF shares in Q3 2026, an estimated $14.5K.
  • iShares Core S&P 500 ETF made up 0.71% of Jamison Private Wealth Management's portfolio in Q3 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 13 quarters since.
  • 527 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q3 2026.

Based on Jamison Private Wealth Management's 13F filing for Q3 2026, filed 14 Oct 2026.