JWM
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JGP Wealth Management’s iShares Core S&P 500 ETF IVV Stock Holding History

JGP Wealth Management’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 		$160M Buy
214,133
+25,549
+14% +$18.6M 14.39% 1
2026
Q1 		$123M Buy
188,584
+30,208
+19% +$20.6M 12.81% 1
2025
Q4 		$108M Buy
158,376
+18,004
+13% +$12.2M 11.31% 1
2025
Q3 		$94.4M Buy
140,372
+9,745
+7% +$6.28M 10.46% 1
2025
Q2 		$81.1M Sell
130,627
-4,436
-3% -$2.55M 9.83% 1
2025
Q1 		$75.9M Buy
135,063
+49,560
+58% +$29.3M 9.99% 1
2024
Q4 		$50.3M Buy
85,503
+28,464
+50% +$16.8M 6.51% 2
2024
Q3 		$32.9M Buy
57,039
+9,023
+19% +$5.02M 4.24% 2
2024
Q2 		$26.3M Buy
48,016
+34,686
+260% +$18.2M 3.75% 4
2024
Q1 		$7.01M Buy
13,330
+7,931
+147% +$3.97M 1.02% 43
2023
Q4 		$2.58M Buy
5,399
+1,718
+47% +$769K 0.38% 54
2023
Q3 		$1.58M Buy
3,681
+104
+3% +$46.5K 0.27% 66
2023
Q2 		$1.59M Sell
3,577
-48
-1% -$20.2K 0.26% 67
2023
Q1 		$1.49M Hold
3,625
– – 0.26% 67
2022
Q4 		$1.39M Hold
3,625
– – 0.26% 70
2022
Q3 		$1.32M Buy
3,625
+3
+0.1% +$1.2K 0.28% 64
2022
Q2 		$1.4M Hold
3,622
– – 0.28% 65
2022
Q1 		$1.63M Buy
3,622
+645
+22% +$288K 0.3% 61
2021
Q4 		$1.4M Buy
2,977
+737
+33% +$340K 0.26% 64
2021
Q3 		$965K Buy
2,240
+383
+21% +$170K 0.21% 76
2021
Q2 		$798K Buy
1,857
+356
+24% +$149K 0.17% 80
2021
Q1 		$597K Buy
1,501
+681
+83% +$264K 0.13% 85
2020
Q4 		$318K Hold
820
– – 0.07% 122
2020
Q3 		$280K Hold
820
– – 0.07% 113
2020
Q2 		$260K Hold
820
– – 0.08% 109
2020
Q1 		$226K Hold
820
– – 0.08% 115
2019
Q4 		$267K Hold
820
– – 0.08% 113
2019
Q3 		$237K Hold
820
– – 0.08% 116
2019
Q2 		$242K Hold
820
– – 0.09% 116
2019
Q1 		$233K Sell
820
-100
-11% -$27.3K 0.09% 110
2018
Q4 		$231K Hold
920
– – 0.1% 107
2018
Q3 		$269K Hold
920
– – 0.11% 105
2018
Q2 		$251K Buy
+920
New +$250K 0.1% 105

Other funds holding IVV

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Envestnet Portfolio Solutions
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
GT
Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return
CI
Constellation Investments Montgomery, Ohio $3.18B AUM 15.57% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
SAM
Simplify Asset Management Las Vegas, Nevada $7.19B AUM 6.88% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

JGP Wealth Management's IVV Position: Q2 2026 in Review

JGP Wealth Management increased its iShares Core S&P 500 ETF (IVV) stake by 14% in Q2 2026, buying an estimated $18.6M and bringing the position to 214,133 shares worth $160M. The position accounts for 14.39% of the portfolio, ranked #1.

JGP Wealth Management first reported a position in IVV in Q2 2018 and has held it in 33 quarters since. 1,654 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

  • JGP Wealth Management held 214,133 shares of iShares Core S&P 500 ETF worth $160M as of Q2 2026.
  • JGP Wealth Management bought 25,549 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $18.6M.
  • iShares Core S&P 500 ETF made up 14.39% of JGP Wealth Management's portfolio in Q2 2026, its #1 holding.
  • JGP Wealth Management first reported a position in iShares Core S&P 500 ETF in Q2 2018 and has held it in 33 quarters since.
  • 1,654 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on JGP Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.