New Jersey Better Educational Savings Trust’s iShares Core S&P 500 ETF IVV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$5.04M Hold
6,724
8.1% 4
2026
Q1
$4.39M Buy
+6,724
New +$4.59M 7.21% 4

Other funds holding IVV

New Jersey Better Educational Savings Trust's IVV Position: Q2 2026 in Review

New Jersey Better Educational Savings Trust held its iShares Core S&P 500 ETF (IVV) position steady in Q2 2026 at 6,724 shares worth $5.04M. The position accounts for 8.1% of the portfolio, ranked #4.

New Jersey Better Educational Savings Trust first reported a position in IVV in Q1 2026 and has held it in 2 quarters since. 4,089 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

  • New Jersey Better Educational Savings Trust held 6,724 shares of iShares Core S&P 500 ETF worth $5.04M as of Q2 2026.
  • New Jersey Better Educational Savings Trust left its iShares Core S&P 500 ETF share count unchanged in Q2 2026.
  • iShares Core S&P 500 ETF made up 8.1% of New Jersey Better Educational Savings Trust's portfolio in Q2 2026, its #4 holding.
  • New Jersey Better Educational Savings Trust first reported a position in iShares Core S&P 500 ETF in Q1 2026 and has held it in 2 quarters since.
  • 4,089 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on New Jersey Better Educational Savings Trust's 13F filing for Q2 2026, filed 23 Jul 2026.