JPL Wealth Management’s iShares Core S&P 500 ETF IVV Stock Holding History
Bought
Maintained
Sold
Other funds holding IVV
JPL Wealth Management's IVV Position: Q1 2026 in Review
JPL Wealth Management increased its iShares Core S&P 500 ETF (IVV) stake by 1.1% in Q1 2026, buying an estimated $7.51K and bringing the position to 975 shares worth $637K. The position accounts for 0.15% of the portfolio, ranked #86.
JPL Wealth Management first reported a position in IVV in Q4 2023 and has held it in 9 quarters since. The position peaked at $660K in Q4 2025. 3,976 funds tracked by Wall St. Rank hold IVV as of Q1 2026.
- JPL Wealth Management held 975 shares of iShares Core S&P 500 ETF worth $637K as of Q1 2026.
- JPL Wealth Management bought 11 iShares Core S&P 500 ETF shares in Q1 2026, an estimated $7.51K.
- iShares Core S&P 500 ETF made up 0.15% of JPL Wealth Management's portfolio in Q1 2026, its #86 holding.
- JPL Wealth Management first reported a position in iShares Core S&P 500 ETF in Q4 2023 and has held it in 9 quarters since.
- JPL Wealth Management's iShares Core S&P 500 ETF position peaked at $660K in Q4 2025.
- 3,976 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q1 2026.
Based on JPL Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.