JAG
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Journey Advisory Group’s iShares Core S&P 500 ETF IVV Stock Holding History

Journey Advisory 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 		$5.32M Sell
8,137
-2,321
-22% -$1.58M 0.45% 64
2025
Q4 		$7.16M Buy
10,458
+603
+6% +$409K 0.6% 44
2025
Q3 		$6.6M Sell
9,855
-193
-2% -$124K 0.49% 52
2025
Q2 		$6.24M Buy
10,048
+528
+6% +$303K 0.49% 52
2025
Q1 		$5.35M Buy
9,520
+1,230
+15% +$726K 0.44% 62
2024
Q4 		$4.54M Hold
8,290
– – 0.54% 56
2024
Q3 		$4.54M Hold
8,290
– – 0.54% 56
2024
Q2 		$4.54M Buy
8,290
+561
+7% +$295K 0.54% 56
2024
Q1 		$4.06M Sell
7,729
-215
-3% -$108K 0.5% 58
2023
Q4 		$3.79M Buy
7,944
+188
+2% +$84.1K 0.52% 57
2023
Q3 		$3.33M Sell
7,756
-1,456
-16% -$651K 0.5% 63
2023
Q2 		$4.11M Buy
9,212
+634
+7% +$267K 0.61% 51
2023
Q1 		$3.53M Buy
8,578
+989
+13% +$397K 0.55% 55
2022
Q4 		$2.92M Sell
7,589
-4,379
-37% -$1.69M 0.73% 34
2022
Q3 		$4.29M Sell
11,968
-868
-7% -$347K 1.1% 20
2022
Q2 		$5.3M Buy
12,836
+682
+6% +$281K 1.22% 17
2022
Q1 		$5.51M Buy
12,154
+2,747
+29% +$1.23M 1.4% 13
2021
Q4 		$4.49M Buy
9,407
+1,012
+12% +$466K 1.24% 18
2021
Q3 		$3.62M Buy
8,395
+661
+9% +$293K 1.17% 20
2021
Q2 		$3.33M Buy
7,734
+39
+0.5% +$16.3K 1.06% 22
2021
Q1 		$3.06M Buy
7,695
+305
+4% +$118K 1.07% 23
2020
Q4 		$2.77M Buy
+7,390
New +$2.63M 1.04% 26

Other funds holding IVV

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Journey Advisory Group's IVV Position: Q1 2026 in Review

Journey Advisory Group reduced its iShares Core S&P 500 ETF (IVV) stake by 22% in Q1 2026, selling an estimated $1.58M and leaving 8,137 shares worth $5.32M. The position accounts for 0.45% of the portfolio, ranked #64.

Journey Advisory Group first reported a position in IVV in Q4 2020 and has held it in 22 quarters since. The position peaked at $7.16M in Q4 2025. 3,982 funds tracked by Wall St. Rank hold IVV as of Q1 2026.

  • Journey Advisory Group held 8,137 shares of iShares Core S&P 500 ETF worth $5.32M as of Q1 2026.
  • Journey Advisory Group sold 2,321 iShares Core S&P 500 ETF shares in Q1 2026, an estimated $1.58M.
  • iShares Core S&P 500 ETF made up 0.45% of Journey Advisory Group's portfolio in Q1 2026, its #64 holding.
  • Journey Advisory Group first reported a position in iShares Core S&P 500 ETF in Q4 2020 and has held it in 22 quarters since.
  • Journey Advisory Group's iShares Core S&P 500 ETF position peaked at $7.16M in Q4 2025.
  • 3,982 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q1 2026.

Based on Journey Advisory Group's 13F filing for Q1 2026, filed 5 May 2026.