Jarislowsky, Fraser Ltd’s iShares Core S&P 500 ETF IVV Stock Holding History

Jarislowsky, Fraser Ltd’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
2025 Q3	$442K	Buy	660 +102	+18%	+$65.7K	﹤0.01%	166
2025 Q2	$346K	Hold	558	–	–	﹤0.01%	171
2025 Q1	$314K	Hold	558	–	–	﹤0.01%	169
2024 Q4	$328K	Hold	558	–	–	﹤0.01%	173
2024 Q3	$322K	Sell	558 -3,924	-88%	-$2.18M	﹤0.01%	173
2024 Q2	$2.45M	Buy	+4,482	New	+$2.36M	0.01%	114
2019 Q1	–	Sell	-5,100	Closed	-$1.28M	–	235
2018 Q4	$1.28M	Buy	+5,100	New	+$1.38M	0.01%	148

Other funds holding IVV

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Jarislowsky, Fraser Ltd's IVV Position: Q3 2025 in Review

Jarislowsky, Fraser Ltd increased its iShares Core S&P 500 ETF (IVV) stake by 18% in Q3 2025, buying an estimated $65.7K and bringing the position to 660 shares worth $442K. The position accounts for ﹤0.01% of the portfolio, ranked #166.

Jarislowsky, Fraser Ltd first reported a position in IVV in Q4 2018 and has held it in 7 quarters since. The position peaked at $2.45M in Q2 2024. 3,675 funds tracked by Wall St. Rank hold IVV as of Q3 2025.

Jarislowsky, Fraser Ltd held 660 shares of iShares Core S&P 500 ETF worth $442K as of Q3 2025.
Jarislowsky, Fraser Ltd bought 102 iShares Core S&P 500 ETF shares in Q3 2025, an estimated $65.7K.
iShares Core S&P 500 ETF made up ﹤0.01% of Jarislowsky, Fraser Ltd's portfolio in Q3 2025, its #166 holding.
Jarislowsky, Fraser Ltd first reported a position in iShares Core S&P 500 ETF in Q4 2018 and has held it in 7 quarters since.
Jarislowsky, Fraser Ltd's iShares Core S&P 500 ETF position peaked at $2.45M in Q2 2024.
3,675 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q3 2025.

Based on Jarislowsky, Fraser Ltd's 13F filing for Q3 2025, filed 21 Oct 2025.