Jordan Park Group’s iShares Core S&P 500 ETF IVV Stock Holding History

Jordan Park Group’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 Q1	$756K	Buy	1,157 +3	+0.3%	+$2.05K	0.04%	57
2025 Q4	$790K	Buy	1,154 +269	+30%	+$183K	0.05%	52
2025 Q3	$592K	Buy	+885	New	+$570K	0.03%	55
2023 Q4	–	Sell	-2,282	Closed	-$980K	–	48
2023 Q3	$980K	Hold	2,282	–	–	0.07%	35
2023 Q2	$1.02M	Sell	2,282 -363	-14%	-$153K	0.07%	35
2023 Q1	$1.09M	Sell	2,645 -729	-22%	-$292K	0.07%	32
2022 Q4	$1.3M	Hold	3,374	–	–	0.1%	30
2022 Q3	$1.21M	Sell	3,374 -204	-6%	-$81.5K	0.09%	27
2022 Q2	$1.36M	Sell	3,578 -395	-10%	-$162K	0.13%	30
2022 Q1	$1.8M	Hold	3,973	–	–	0.16%	21
2021 Q4	$1.9M	Hold	3,973	–	–	0.14%	26
2021 Q3	$1.71M	Sell	3,973 -1,014	-20%	-$449K	0.08%	32
2021 Q2	$2.14M	Buy	+4,987	New	+$2.09M	4.82%	3
2020 Q1	–	Sell	-685	Closed	-$221K	–	47
2019 Q4	$221K	Buy	+685	New	+$212K	0.02%	43

Other funds holding IVV

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Jordan Park Group's IVV Position: Q1 2026 in Review

Jordan Park Group increased its iShares Core S&P 500 ETF (IVV) stake by 0.26% in Q1 2026, buying an estimated $2.05K and bringing the position to 1,157 shares worth $756K. The position accounts for 0.04% of the portfolio, ranked #57.

Jordan Park Group first reported a position in IVV in Q4 2019 and has held it in 14 quarters since. The position peaked at $2.14M in Q2 2021. 3,980 funds tracked by Wall St. Rank hold IVV as of Q1 2026.

Jordan Park Group held 1,157 shares of iShares Core S&P 500 ETF worth $756K as of Q1 2026.
Jordan Park Group bought 3 iShares Core S&P 500 ETF shares in Q1 2026, an estimated $2.05K.
iShares Core S&P 500 ETF made up 0.04% of Jordan Park Group's portfolio in Q1 2026, its #57 holding.
Jordan Park Group first reported a position in iShares Core S&P 500 ETF in Q4 2019 and has held it in 14 quarters since.
Jordan Park Group's iShares Core S&P 500 ETF position peaked at $2.14M in Q2 2021.
3,980 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q1 2026.

Based on Jordan Park Group's 13F filing for Q1 2026, filed 11 May 2026.