JFS Wealth Advisors’s iShares Core S&P 500 ETF IVV Stock Holding History

JFS Wealth Advisors’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	$69.4M	Buy	92,723 +4,153	+5%	+$3.02M	3.46%	6
2026 Q1	$57.9M	Buy	88,570 +6,390	+8%	+$4.36M	3.24%	6
2025 Q4	$56.3M	Buy	82,180 +6,575	+9%	+$4.46M	3.17%	6
2025 Q3	$50.6M	Sell	75,605 -1,752	-2%	-$1.13M	2.96%	7
2025 Q2	$48M	Buy	77,357 +1,264	+2%	+$726K	3.06%	7
2025 Q1	$42.8M	Buy	76,093 +4,415	+6%	+$2.61M	2.89%	8
2024 Q4	$42.2M	Buy	71,678 +1,853	+3%	+$1.1M	2.88%	9
2024 Q3	$40.3M	Buy	69,825 +6,444	+10%	+$3.58M	2.7%	10
2024 Q2	$34.7M	Buy	63,381 +1,356	+2%	+$713K	2.74%	9
2024 Q1	$32.6M	Sell	62,025 -1,526	-2%	-$764K	2.59%	9
2023 Q4	$30.4M	Sell	63,551 -3,567	-5%	-$1.6M	2.58%	10
2023 Q3	$28.8M	Buy	67,118 +4,073	+6%	+$1.82M	2.72%	10
2023 Q2	$28.1M	Buy	63,045 +2,043	+3%	+$861K	2.53%	10
2023 Q1	$25.1M	Buy	61,002 +482	+0.8%	+$193K	2.36%	11
2022 Q4	$23.3M	Buy	60,520 +4,665	+8%	+$1.8M	2.28%	11
2022 Q3	$20M	Buy	55,855 +2,236	+4%	+$893K	2.2%	12
2022 Q2	$20.3M	Buy	53,619 +3,792	+8%	+$1.56M	2.15%	11
2022 Q1	$22.6M	Buy	49,827 +2,777	+6%	+$1.24M	2.13%	11
2021 Q4	$22.4M	Buy	47,050 +5,123	+12%	+$2.36M	2.12%	10
2021 Q3	$18.1M	Buy	41,927 +23,565	+128%	+$10.4M	1.85%	11
2021 Q2	$7.89M	Buy	18,362 +2,529	+16%	+$1.06M	1.18%	20
2021 Q1	$6.3M	Buy	15,833 +2,057	+15%	+$796K	1.28%	18
2020 Q4	$5.17M	Buy	13,776 +1,567	+13%	+$558K	1.09%	23
2020 Q3	$4.1M	Sell	12,209 -1,370	-10%	-$456K	0.98%	24
2020 Q2	$4.21M	Sell	13,579 -285	-2%	-$83.7K	1.09%	23
2020 Q1	$3.58M	Buy	13,864 +771	+6%	+$236K	1.07%	24
2019 Q4	$4.23M	Buy	13,093 +215	+2%	+$66.5K	1.04%	24
2019 Q3	$3.84M	Buy	12,878 +447	+4%	+$133K	0.98%	24
2019 Q2	$3.66M	Buy	12,431 +7,999	+180%	+$2.32M	0.93%	25
2019 Q1	$1.26M	Buy	4,432 +1,256	+40%	+$343K	0.33%	58
2018 Q4	$799K	Buy	3,176 +723	+29%	+$196K	0.21%	75
2018 Q3	$718K	Buy	2,453 +655	+36%	+$188K	0.18%	78
2018 Q2	$491K	Sell	1,798 -409	-19%	-$111K	0.13%	90
2018 Q1	$586K	Buy	2,207 +582	+36%	+$160K	0.15%	81
2017 Q4	$437K	Buy	1,625 +615	+61%	+$161K	0.11%	98
2017 Q3	$255K	Buy	1,010 +249	+33%	+$61.8K	0.07%	116
2017 Q2	$185K	Hold	761	–	–	0.05%	124
2017 Q1	$171K	Hold	761	–	–	0.05%	139
2016 Q4	$171K	Buy	761 +120	+19%	+$26.4K	0.05%	139
2016 Q3	$139K	Buy	641 +217	+51%	+$47.2K	0.04%	156
2016 Q2	$89K	Buy	424 +15	+4%	+$3.13K	0.02%	211
2016 Q1	$85K	Sell	409 -427	-51%	-$83.8K	0.03%	190
2015 Q4	$171K	Buy	836 +427	+104%	+$88.2K	0.05%	145
2015 Q3	$79K	Hold	409	–	–	0.03%	171
2015 Q2	$85K	Sell	409 -306	-43%	-$64.8K	0.04%	138
2015 Q1	$149K	Sell	715 -103	-13%	-$21.4K	0.07%	104
2014 Q4	$169K	Buy	818 +8	+1%	+$1.62K	0.03%	99
2014 Q3	$161K	Buy	810 +8	+1%	+$1.59K	0.03%	91
2014 Q2	$158K	Buy	+802	New	+$153K	0.03%	96
2014 Q1	–	Sell	-3,923	Closed	-$728K	–	123
2013 Q4	$728K	Buy	3,923 +505	+15%	+$89.9K	0.32%	49
2013 Q3	$577K	Buy	3,418 +207	+6%	+$34.9K	0.27%	56
2013 Q2	$517K	Buy	+3,211	New	+$520K	0.26%	58

Other funds holding IVV

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

JIC

Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return

NFA

Nationwide Fund Advisors Columbus, Ohio $2.42B AUM 17.68% 1-Year Est. Return

Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return

JFS Wealth Advisors's IVV Position: Q2 2026 in Review

JFS Wealth Advisors increased its iShares Core S&P 500 ETF (IVV) stake by 4.7% in Q2 2026, buying an estimated $3.02M and bringing the position to 92,723 shares worth $69.4M. The position accounts for 3.46% of the portfolio, ranked #6.

JFS Wealth Advisors first reported a position in IVV in Q2 2013 and has held it in 52 quarters since. 1,966 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

JFS Wealth Advisors held 92,723 shares of iShares Core S&P 500 ETF worth $69.4M as of Q2 2026.
JFS Wealth Advisors bought 4,153 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $3.02M.
iShares Core S&P 500 ETF made up 3.46% of JFS Wealth Advisors's portfolio in Q2 2026, its #6 holding.
JFS Wealth Advisors first reported a position in iShares Core S&P 500 ETF in Q2 2013 and has held it in 52 quarters since.
1,966 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.