JHP Wealth Management’s iShares Core S&P 500 ETF IVV Stock Holding History
Bought
Maintained
Sold
Other funds holding IVV
CM
JHP Wealth Management's IVV Position: Q2 2026 in Review
JHP Wealth Management increased its iShares Core S&P 500 ETF (IVV) stake by 0.43% in Q2 2026, buying an estimated $139K and bringing the position to 45,091 shares worth $33.8M. The position accounts for 27.66% of the portfolio, ranked #1.
JHP Wealth Management first reported a position in IVV in Q4 2025 and has held it in 3 quarters since. 4,076 funds tracked by Wall St. Rank hold IVV as of Q2 2026.
- JHP Wealth Management held 45,091 shares of iShares Core S&P 500 ETF worth $33.8M as of Q2 2026.
- JHP Wealth Management bought 191 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $139K.
- iShares Core S&P 500 ETF made up 27.66% of JHP Wealth Management's portfolio in Q2 2026, its #1 holding.
- JHP Wealth Management first reported a position in iShares Core S&P 500 ETF in Q4 2025 and has held it in 3 quarters since.
- 4,076 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.
Based on JHP Wealth Management's 13F filing for Q2 2026, filed 31 Jul 2026.