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JT Stratford LLC’s iShares Core S&P 500 ETF IVV Stock Holding History

JT Stratford LLC’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 		$11.7M Buy
15,636
+1,026
+7% +$747K 1.28% 16
2026
Q1 		$9.54M Buy
14,610
+408
+3% +$279K 1.21% 21
2025
Q4 		$9.73M Buy
14,202
+3,037
+27% +$2.06M 1.25% 20
2025
Q3 		$7.47M Buy
11,165
+1,974
+21% +$1.27M 1% 20
2025
Q2 		$5.71M Sell
9,191
-108
-1% -$62K 0.86% 22
2025
Q1 		$5.23M Sell
9,299
-2,180
-19% -$1.29M 0.92% 19
2024
Q4 		$6.77M Buy
11,479
+810
+8% +$479K 1.11% 17
2024
Q3 		$6.15M Sell
10,669
-412
-4% -$229K 1.05% 17
2024
Q2 		$6.06M Buy
11,081
+1,238
+13% +$651K 1.13% 18
2024
Q1 		$5.17M Sell
9,843
-2,275
-19% -$1.14M 1.03% 19
2023
Q4 		$5.79M Sell
12,118
-275
-2% -$123K 1.32% 17
2023
Q3 		$5.32M Buy
12,393
+6,166
+99% +$2.76M 1.37% 17
2023
Q2 		$2.78M Buy
6,227
+4
+0.1% +$1.69K 0.75% 27
2023
Q1 		$2.56M Sell
6,223
-17,352
-74% -$6.96M 0.74% 30
2022
Q4 		$9.06M Buy
23,575
+2,685
+13% +$1.04M 2.9% 5
2022
Q3 		$7.49M Buy
20,890
+295
+1% +$118K 2.66% 8
2022
Q2 		$7.81M Buy
20,595
+2,289
+13% +$942K 2.47% 8
2022
Q1 		$8.3M Buy
18,306
+759
+4% +$339K 2.43% 9
2021
Q4 		$8.37M Buy
17,547
+410
+2% +$189K 2.29% 9
2021
Q3 		$7.38M Sell
17,137
-3,033
-15% -$1.34M 2.27% 10
2021
Q2 		$8.67M Buy
20,170
+382
+2% +$160K 2.77% 7
2021
Q1 		$7.87M Sell
19,788
-2,195
-10% -$850K 2.77% 8
2020
Q4 		$8.25M Buy
21,983
+2,328
+12% +$829K 3.09% 7
2020
Q3 		$6.52M Buy
19,655
+6,474
+49% +$2.15M 2.81% 8
2020
Q2 		$4.08M Buy
+13,181
New +$3.87M 2.1% 9
2020
Q1 		– Sell
-5,248
Closed -$2.04M – 122
2019
Q4 		$2.04M Buy
+5,248
New +$1.62M 0.94% 33
2019
Q2 		– Sell
-6,867
Closed -$1.95M – 148
2019
Q1 		$1.95M Buy
6,867
+124
+2% +$33.9K 1.12% 28
2018
Q4 		$1.7M Buy
6,743
+70
+1% +$19K 1.13% 31
2018
Q3 		$1.95M Buy
+6,673
New +$1.91M 1.12% 32

Other funds holding IVV

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
CM
Capula Management Grand Cayman, Cayman Islands $28B AUM 22.67% 1-Year Est. Return

JT Stratford LLC's IVV Position: Q2 2026 in Review

JT Stratford LLC increased its iShares Core S&P 500 ETF (IVV) stake by 7% in Q2 2026, buying an estimated $747K and bringing the position to 15,636 shares worth $11.7M. The position accounts for 1.28% of the portfolio, ranked #16.

JT Stratford LLC first reported a position in IVV in Q3 2018 and has held it in 29 quarters since. 4,085 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

  • JT Stratford LLC held 15,636 shares of iShares Core S&P 500 ETF worth $11.7M as of Q2 2026.
  • JT Stratford LLC bought 1,026 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $747K.
  • iShares Core S&P 500 ETF made up 1.28% of JT Stratford LLC's portfolio in Q2 2026, its #16 holding.
  • JT Stratford LLC first reported a position in iShares Core S&P 500 ETF in Q3 2018 and has held it in 29 quarters since.
  • 4,085 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on JT Stratford LLC's 13F filing for Q2 2026, filed 14 Aug 2026.