JPWM
IVV icon

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
Q1 		$5.93M Buy
9,083
+252
+3% +$172K 0.74% 45
2025
Q4 		$6.05M Buy
8,831
+418
+5% +$284K 0.75% 45
2025
Q3 		$5.63M Buy
8,413
+320
+4% +$206K 0.73% 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
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $93.4B AUM 35.1% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return