JB Capital
IVV icon

JB Capital’s iShares Core S&P 500 ETF IVV Stock Holding History

JB Capital’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 		$507M Buy
662,060
+5,136
+0.8% +$3.92M 17.31% 1
2026
Q2 		$492M Buy
656,924
+268,203
+69% +$195M 17.03% 1
2026
Q1 		$254M Buy
388,721
+107,907
+38% +$73.7M 10.26% 1
2025
Q4 		$192M Buy
280,814
+8,335
+3% +$5.66M 7.85% 2
2025
Q3 		$182M Buy
272,479
+21,326
+8% +$13.7M 7.87% 1
2025
Q2 		$156M Sell
251,153
-209,772
-46% -$120M 7.56% 1
2025
Q1 		$259M Sell
460,925
-33,954
-7% -$20.1M 14.28% 1
2024
Q4 		$291M Sell
494,879
-9,282
-2% -$5.49M 16.3% 1
2024
Q3 		$291M Sell
504,161
-35,749
-7% -$19.9M 16.7% 1
2024
Q2 		$295M Sell
539,910
-61,317
-10% -$32.2M 18.51% 1
2024
Q1 		$316M Sell
601,227
-171,542
-22% -$85.8M 21.04% 1
2023
Q4 		$369M Buy
772,769
+100,390
+15% +$44.9M 27.25% 1
2023
Q3 		$289M Buy
672,379
+133,011
+25% +$59.5M 24.37% 1
2023
Q2 		$240M Buy
539,368
+22,042
+4% +$9.29M 20.29% 1
2023
Q1 		$213M Sell
517,326
-129
-0% -$51.7K 19.42% 1
2022
Q4 		$199M Buy
517,455
+31,381
+6% +$12.1M 19.46% 1
2022
Q3 		$174M Buy
486,074
+33,031
+7% +$13.2M 19.14% 1
2022
Q2 		$172M Buy
453,043
+7,882
+2% +$3.24M 18.43% 1
2022
Q1 		$202M Buy
445,161
+170,159
+62% +$76.1M 19.66% 1
2021
Q4 		$131M Buy
275,002
+44,406
+19% +$20.5M 12.83% 1
2021
Q3 		$99.3M Buy
+230,596
New +$102M 12.86% 2

Other funds holding IVV

Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Japan Science & Technology Agency
Japan Science & Technology Agency Tokyo, Japan $5.51B AUM 3.11% 1-Year Est. Return
Alaska Permanent Fund
Alaska Permanent Fund Juneau, Alaska $1.27B AUM 16.38% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
Prime Capital Investment Advisors
Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return
Aspiriant LLC
Aspiriant LLC Los Angeles, California $4.08B AUM 12.02% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Avidian Wealth Enterprises
Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return
Orgel Wealth Management
Orgel Wealth Management Altoona, Wisconsin $5.3B AUM 8.93% 1-Year Est. Return

JB Capital's IVV Position: Q3 2026 in Review

JB Capital increased its iShares Core S&P 500 ETF (IVV) stake by 0.78% in Q3 2026, buying an estimated $3.92M and bringing the position to 662,060 shares worth $507M. The position accounts for 17.31% of the portfolio, ranked #1.

JB Capital first reported a position in IVV in Q3 2021 and has held it in 21 quarters since. 1,281 funds tracked by Wall St. Rank hold IVV as of Q3 2026.

  • JB Capital held 662,060 shares of iShares Core S&P 500 ETF worth $507M as of Q3 2026.
  • JB Capital bought 5,136 iShares Core S&P 500 ETF shares in Q3 2026, an estimated $3.92M.
  • iShares Core S&P 500 ETF made up 17.31% of JB Capital's portfolio in Q3 2026, its #1 holding.
  • JB Capital first reported a position in iShares Core S&P 500 ETF in Q3 2021 and has held it in 21 quarters since.
  • 1,281 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q3 2026.

Based on JB Capital's 13F filing for Q3 2026, filed 19 Oct 2026.