JC
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JM2 Capital’s iShares Core S&P 500 ETF IVV Stock Holding History

JM2 Capital’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 		$1.35M Hold
1,801
– – 0.93% 28
2026
Q1 		$1.18M Hold
1,801
– – 0.98% 24
2025
Q4 		$1.23M Buy
+1,801
New +$1.22M 0.99% 25

Other funds holding IVV

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Walleye Capital
Walleye Capital New York $28B AUM 44.22% 1-Year Est. Return
AIMCA
Alberta Investment Management Corp (AIMCo) Edmonton, Alberta, Canada $17.9B AUM 27.57% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
NMIFOAC
National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.3B AUM 24.71% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return

JM2 Capital's IVV Position: Q2 2026 in Review

JM2 Capital held its iShares Core S&P 500 ETF (IVV) position steady in Q2 2026 at 1,801 shares worth $1.35M. The position accounts for 0.93% of the portfolio, ranked #28.

JM2 Capital first reported a position in IVV in Q4 2025 and has held it in 3 quarters since. 2,718 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

  • JM2 Capital held 1,801 shares of iShares Core S&P 500 ETF worth $1.35M as of Q2 2026.
  • JM2 Capital left its iShares Core S&P 500 ETF share count unchanged in Q2 2026.
  • iShares Core S&P 500 ETF made up 0.93% of JM2 Capital's portfolio in Q2 2026, its #28 holding.
  • JM2 Capital first reported a position in iShares Core S&P 500 ETF in Q4 2025 and has held it in 3 quarters since.
  • 2,718 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on JM2 Capital's 13F filing for Q2 2026, filed 22 Jul 2026.