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JMAC Enterprises’s iShares Core S&P 500 ETF IVV Stock Holding History

JMAC Enterprises’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
2025
Q1 		– Sell
-1,736
Closed -$1.02M – 138
2024
Q4 		$1.02M Sell
1,736
-12
-0.7% -$7.1K 0.16% 97
2024
Q3 		$1.01M Sell
1,748
-8
-0.5% -$4.45K 0.16% 98
2024
Q2 		$961K Sell
1,756
-2
-0.1% -$1.05K 0.17% 98
2024
Q1 		$924K Sell
1,758
-8
-0.5% -$4K 0.17% 96
2023
Q4 		$843K Sell
1,766
-8
-0.5% -$3.58K 0.18% 99
2023
Q3 		$762K Buy
1,774
+12
+0.7% +$5.37K 0.19% 96
2023
Q2 		$785K Sell
1,762
-327
-16% -$138K 0.19% 93
2023
Q1 		$859K Buy
2,089
+2
+0.1% +$802 0.22% 94
2022
Q4 		$802K Buy
2,087
+180
+9% +$69.5K 0.22% 98
2022
Q3 		$684K Sell
1,907
-746
-28% -$298K 0.19% 107
2022
Q2 		$1.01M Buy
2,653
+2
+0.1% +$823 0.26% 94
2022
Q1 		$1.2M Hold
2,651
– – 0.28% 81
2021
Q4 		$1.2M Buy
+2,651
New +$1.22M 0.28% 84

Other funds holding IVV

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CM
Capula Management Grand Cayman, Cayman Islands $14.1B AUM 19.14% 1-Year Est. Return

JMAC Enterprises's IVV Position: Q1 2025 in Review

JMAC Enterprises sold out of iShares Core S&P 500 ETF (IVV) in Q1 2025, closing a stake of 1,736 shares — an estimated $1.02M sold.

JMAC Enterprises first reported a position in IVV in Q4 2021 and held it in 13 quarters. The position peaked at $1.2M in Q1 2022. 3,563 funds tracked by Wall St. Rank hold IVV as of Q1 2025.

  • JMAC Enterprises reported no remaining iShares Core S&P 500 ETF position as of Q1 2025 after selling out during the quarter.
  • JMAC Enterprises sold 1,736 iShares Core S&P 500 ETF shares in Q1 2025, an estimated $1.02M.
  • JMAC Enterprises first reported a position in iShares Core S&P 500 ETF in Q4 2021 and held it in 13 quarters.
  • JMAC Enterprises's iShares Core S&P 500 ETF position peaked at $1.2M in Q1 2022.
  • 3,563 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q1 2025.

Based on JMAC Enterprises's 13F filing for Q1 2025, filed 22 Apr 2025.