JF
IVV icon

JSF Financial’s iShares Core S&P 500 ETF IVV Stock Holding History

JSF Financial’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 		$97M Buy
129,530
+2,278
+2% +$1.66M 15.34% 1
2026
Q1 		$83.1M Buy
127,252
+2,778
+2% +$1.9M 16.3% 1
2025
Q4 		$85.3M Sell
124,474
-1,059
-0.8% -$719K 17.67% 1
2025
Q3 		$84M Sell
125,533
-6,449
-5% -$4.15M 18.64% 1
2025
Q2 		$81.9M Sell
131,982
-4,715
-3% -$2.71M 19.48% 1
2025
Q1 		$76.8M Sell
136,697
-3,923
-3% -$2.32M 20.26% 1
2024
Q4 		$82.8M Sell
140,620
-735
-0.5% -$435K 22.13% 1
2024
Q3 		$81.5M Buy
141,355
+11,790
+9% +$6.56M 23.78% 1
2024
Q2 		$70.9M Sell
129,565
-14,548
-10% -$7.65M 21.72% 1
2024
Q1 		$75.8M Buy
144,113
+20,150
+16% +$10.1M 23.72% 1
2023
Q4 		$59.2M Buy
123,963
+328
+0.3% +$147K 20.53% 1
2023
Q3 		$53.1M Buy
123,635
+24,549
+25% +$11M 20.56% 1
2023
Q2 		$44.2M Buy
99,086
+9,563
+11% +$4.03M 15.63% 1
2023
Q1 		$36.8M Sell
89,523
-14,065
-14% -$5.64M 13.75% 1
2022
Q4 		$39.8M Sell
103,588
-14,790
-12% -$5.71M 14.87% 1
2022
Q3 		$42.5M Sell
118,378
-11,984
-9% -$4.79M 16.11% 1
2022
Q2 		$49.4M Buy
130,362
+10,600
+9% +$4.36M 22.39% 1
2022
Q1 		$54.3M Buy
119,762
+21,318
+22% +$9.53M 23.12% 1
2021
Q4 		$47M Buy
98,444
+2,273
+2% +$1.05M 22.85% 1
2021
Q3 		$41.4M Buy
96,171
+1,141
+1% +$506K 20.52% 1
2021
Q2 		$40.9M Buy
95,030
+1,201
+1% +$503K 24.08% 1
2021
Q1 		$37.3M Buy
93,829
+1,003
+1% +$388K 23.43% 1
2020
Q4 		$34.8M Sell
92,826
-150
-0.2% -$53.4K 24.35% 1
2020
Q3 		$31.2M Sell
92,976
-7,169
-7% -$2.39M 24.54% 1
2020
Q2 		$31M Sell
100,145
-4,502
-4% -$1.32M 26.84% 1
2020
Q1 		$27M Buy
104,647
+16,057
+18% +$4.92M 27.44% 1
2019
Q4 		$28.6M Sell
88,590
-693
-0.8% -$214K 28.32% 1
2019
Q3 		$26.7M Sell
89,283
-79
-0.1% -$23.5K 29.01% 1
2019
Q2 		$26.3M Buy
89,362
+2,812
+3% +$815K 28.61% 1
2019
Q1 		$24.6M Sell
86,550
-2,692
-3% -$736K 27.21% 1
2018
Q4 		$22.5M Buy
+89,242
New +$24.2M 23% 1

Other funds holding IVV

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
AG
AIA Group Hong Kong $7.95B AUM 28.94% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return
NFA
Nationwide Fund Advisors Columbus, Ohio $2.42B AUM 17.68% 1-Year Est. Return

JSF Financial's IVV Position: Q2 2026 in Review

JSF Financial increased its iShares Core S&P 500 ETF (IVV) stake by 1.8% in Q2 2026, buying an estimated $1.66M and bringing the position to 129,530 shares worth $97M. The position accounts for 15.34% of the portfolio, ranked #1.

JSF Financial first reported a position in IVV in Q4 2018 and has held it in 31 quarters since. 2,171 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

  • JSF Financial held 129,530 shares of iShares Core S&P 500 ETF worth $97M as of Q2 2026.
  • JSF Financial bought 2,278 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $1.66M.
  • iShares Core S&P 500 ETF made up 15.34% of JSF Financial's portfolio in Q2 2026, its #1 holding.
  • JSF Financial first reported a position in iShares Core S&P 500 ETF in Q4 2018 and has held it in 31 quarters since.
  • 2,171 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on JSF Financial's 13F filing for Q2 2026, filed 28 Jul 2026.