JPL Wealth Management’s iShares Core S&P 500 ETF IVV Stock Holding History

JPL Wealth Management’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	$690K	Sell	921 -54	-6%	-$39.3K	0.14%	91
2026 Q1	$637K	Buy	975 +11	+1%	+$7.51K	0.15%	86
2025 Q4	$660K	Buy	964 +366	+61%	+$249K	0.16%	89
2025 Q3	$400K	Hold	598	–	–	0.1%	99
2025 Q2	$371K	Sell	598 -113	-16%	-$64.9K	0.1%	97
2025 Q1	$399K	Sell	711 -50	-7%	-$29.5K	0.11%	93
2024 Q4	$448K	Buy	+761	New	+$450K	0.13%	98
2024 Q2	$422K	Sell	772 -61	-7%	-$32.1K	0.21%	81
2024 Q1	$438K	Buy	833 +1	+0.1%	+$500	0.24%	82
2023 Q4	$398K	Buy	+832	New	+$372K	0.29%	81

Other funds holding IVV

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capula Management Grand Cayman, Cayman Islands $28B AUM 22.67% 1-Year Est. Return

JPL Wealth Management's IVV Position: Q2 2026 in Review

JPL Wealth Management reduced its iShares Core S&P 500 ETF (IVV) stake by 5.5% in Q2 2026, selling an estimated $39.3K and leaving 921 shares worth $690K. The position accounts for 0.14% of the portfolio, ranked #91.

JPL Wealth Management first reported a position in IVV in Q4 2023 and has held it in 10 quarters since. 4,102 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

JPL Wealth Management held 921 shares of iShares Core S&P 500 ETF worth $690K as of Q2 2026.
JPL Wealth Management sold 54 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $39.3K.
iShares Core S&P 500 ETF made up 0.14% of JPL Wealth Management's portfolio in Q2 2026, its #91 holding.
JPL Wealth Management first reported a position in iShares Core S&P 500 ETF in Q4 2023 and has held it in 10 quarters since.
4,102 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on JPL Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.