JC
IVV icon

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

JCSD 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 		$23.3M Hold
30,450
– – 36.49% 1
2026
Q2 		$22.8M Hold
30,450
– – 33.23% 1
2026
Q1 		$19.9M Hold
30,450
– – 21.05% 2
2025
Q4 		$20.9M Hold
30,450
– – 24.63% 1
2025
Q3 		$20.4M Hold
30,450
– – 17.44% 2
2025
Q2 		$18.9M Buy
+30,450
New +$17.5M 24.9% 1

Other funds holding IVV

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 $1.28B AUM 16.36% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
Aspiriant LLC
Aspiriant LLC Los Angeles, California $4.08B AUM 12.02% 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
Halbert Hargrove Global Advisors
Halbert Hargrove Global Advisors Long Beach, California $2.29B AUM 13.62% 1-Year Est. Return
TIA
Traphagen Investment Advisors Oradell, New Jersey $1.46B AUM 14.92% 1-Year Est. Return
TA
Teramo Advisors Naples, Florida $587M AUM 14.47% 1-Year Est. Return

JCSD Capital's IVV Position: Q3 2026 in Review

JCSD Capital held its iShares Core S&P 500 ETF (IVV) position steady in Q3 2026 at 30,450 shares worth $23.3M. The position accounts for 36.49% of the portfolio, ranked #1.

JCSD Capital first reported a position in IVV in Q2 2025 and has held it in 6 quarters since. 904 funds tracked by Wall St. Rank hold IVV as of Q3 2026.

  • JCSD Capital held 30,450 shares of iShares Core S&P 500 ETF worth $23.3M as of Q3 2026.
  • JCSD Capital left its iShares Core S&P 500 ETF share count unchanged in Q3 2026.
  • iShares Core S&P 500 ETF made up 36.49% of JCSD Capital's portfolio in Q3 2026, its #1 holding.
  • JCSD Capital first reported a position in iShares Core S&P 500 ETF in Q2 2025 and has held it in 6 quarters since.
  • 904 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q3 2026.

Based on JCSD Capital's 13F filing for Q3 2026, filed 16 Oct 2026.