SJL
IVV icon

Shayne & Jacobs LLC’s iShares Core S&P 500 ETF IVV Stock Holding History

Shayne & Jacobs 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 		$297K Sell
397
-40
-9% -$29.1K 0.09% 87
2026
Q1 		$285K Sell
437
-9
-2% -$6.15K 0.09% 85
2025
Q4 		$305K Sell
446
-4
-0.9% -$2.72K 0.09% 81
2025
Q3 		$301K Hold
450
– – 0.09% 80
2025
Q2 		$279K Sell
450
-30
-6% -$17.2K 0.09% 85
2025
Q1 		$270K Sell
480
-43
-8% -$25.4K 0.07% 88
2024
Q4 		$308K Sell
523
-4
-0.8% -$2.37K 0.08% 78
2024
Q3 		$304K Sell
527
-6
-1% -$3.34K 0.08% 80
2024
Q2 		$292K Buy
533
+73
+16% +$38.4K 0.08% 82
2024
Q1 		$242K Sell
460
-245
-35% -$123K 0.07% 91
2023
Q4 		$337K Buy
705
+90
+15% +$40.3K 0.1% 70
2023
Q3 		$264K Buy
+615
New +$275K 0.09% 80

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

Shayne & Jacobs LLC's IVV Position: Q2 2026 in Review

Shayne & Jacobs LLC reduced its iShares Core S&P 500 ETF (IVV) stake by 9.2% in Q2 2026, selling an estimated $29.1K and leaving 397 shares worth $297K. The position accounts for 0.09% of the portfolio, ranked #87.

Shayne & Jacobs LLC first reported a position in IVV in Q3 2023 and has held it in 12 quarters since. The position peaked at $337K in Q4 2023. 2,171 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

  • Shayne & Jacobs LLC held 397 shares of iShares Core S&P 500 ETF worth $297K as of Q2 2026.
  • Shayne & Jacobs LLC sold 40 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $29.1K.
  • iShares Core S&P 500 ETF made up 0.09% of Shayne & Jacobs LLC's portfolio in Q2 2026, its #87 holding.
  • Shayne & Jacobs LLC first reported a position in iShares Core S&P 500 ETF in Q3 2023 and has held it in 12 quarters since.
  • Shayne & Jacobs LLC's iShares Core S&P 500 ETF position peaked at $337K in Q4 2023.
  • 2,171 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Shayne & Jacobs LLC's 13F filing for Q2 2026, filed 7 Jul 2026.