Jeter Robert S II’s iShares Core S&P 500 ETF IVV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$22M Buy
29,063
+244
+0.8% +$178K 21.11% 1
2026
Q1
$21.4M Buy
+28,819
New +$19.7M 21.27% 1

Other funds holding IVV

Jeter Robert S II's IVV Position: Q2 2026 in Review

Jeter Robert S II increased its iShares Core S&P 500 ETF (IVV) stake by 0.85% in Q2 2026, buying an estimated $178K and bringing the position to 29,063 shares worth $22M. The position accounts for 21.11% of the portfolio, ranked #1.

Jeter Robert S II first reported a position in IVV in Q1 2026 and has held it in 2 quarters since. 4,076 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

  • Jeter Robert S II held 29,063 shares of iShares Core S&P 500 ETF worth $22M as of Q2 2026.
  • Jeter Robert S II bought 244 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $178K.
  • iShares Core S&P 500 ETF made up 21.11% of Jeter Robert S II's portfolio in Q2 2026, its #1 holding.
  • Jeter Robert S II first reported a position in iShares Core S&P 500 ETF in Q1 2026 and has held it in 2 quarters since.
  • 4,076 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Jeter Robert S II's 13F filing for Q2 2026, filed 14 Jul 2026.