JFG
IVV icon

JDM Financial Group’s iShares Core S&P 500 ETF IVV Stock Holding History

JDM Financial Group’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
Q2 		$15.5M Sell
20,687
-310
-1% -$226K 5.29% 6
2026
Q1 		$13.7M Sell
20,997
-295
-1% -$201K 5.29% 6
2025
Q4 		$14.6M Sell
21,292
-998
-4% -$678K 5.66% 6
2025
Q3 		$14.9M Sell
22,290
-2,114
-9% -$1.36M 6.25% 5
2025
Q2 		$15.2M Sell
24,404
-32
-0.1% -$18.4K 7.15% 4
2025
Q1 		$13.7M Sell
24,436
-230
-0.9% -$136K 6.97% 5
2024
Q4 		$14.5M Sell
24,666
-106
-0.4% -$62.7K 7.55% 4
2024
Q3 		$14.3M Sell
24,772
-7,495
-23% -$4.17M 7.77% 4
2024
Q2 		$17.7M Buy
32,267
+72
+0.2% +$37.9K 11.93% 2
2024
Q1 		$16.9M Buy
32,195
+1,100
+4% +$550K 12.34% 2
2023
Q4 		$14.9M Sell
31,095
-369
-1% -$165K 12.32% 2
2023
Q3 		$13.5M Sell
31,464
-49
-0.2% -$21.9K 12.46% 2
2023
Q2 		$14M Buy
31,513
+69
+0.2% +$29.1K 12.2% 2
2023
Q1 		$12.9M Sell
31,444
-1,412
-4% -$566K 11.91% 2
2022
Q4 		$12.6M Buy
+32,856
New +$12.7M 12.08% 2

Other funds holding IVV

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
CM
Capula Management Grand Cayman, Cayman Islands $28B AUM 22.67% 1-Year Est. Return

JDM Financial Group's IVV Position: Q2 2026 in Review

JDM Financial Group reduced its iShares Core S&P 500 ETF (IVV) stake by 1.5% in Q2 2026, selling an estimated $226K and leaving 20,687 shares worth $15.5M. The position accounts for 5.29% of the portfolio, ranked #6.

JDM Financial Group first reported a position in IVV in Q4 2022 and has held it in 15 quarters since. The position peaked at $17.7M in Q2 2024. 4,085 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

  • JDM Financial Group held 20,687 shares of iShares Core S&P 500 ETF worth $15.5M as of Q2 2026.
  • JDM Financial Group sold 310 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $226K.
  • iShares Core S&P 500 ETF made up 5.29% of JDM Financial Group's portfolio in Q2 2026, its #6 holding.
  • JDM Financial Group first reported a position in iShares Core S&P 500 ETF in Q4 2022 and has held it in 15 quarters since.
  • JDM Financial Group's iShares Core S&P 500 ETF position peaked at $17.7M in Q2 2024.
  • 4,085 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on JDM Financial Group's 13F filing for Q2 2026, filed 18 Aug 2026.