IGV — ISHARES TR

Ownership history in JACKSON SQUARE CAPITAL, LLC  ·  5 quarters on record

This page tracks every 13F SEC filing in which JACKSON SQUARE CAPITAL, LLC reported a position in ISHARES TR (IGV). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.88% (2025 Q3)
Avg. % of fund
0.24%
First filed
2020 Q1
Last filed
2025 Q3
Quarters held
5
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 ADDED 35,192 +26,491 +304.5% 0.88% $4.0M $115.01
2025 Q2 ADDED 8,701 +8,504 +4316.8% 0.21% $953K $109.50
2020 Q3 REDUCED 197 -42 -17.6% 0.03% $61K $62.21
2020 Q2 REDUCED 239 -38 -13.7% 0.03% $68K $56.84
2020 Q1 INITIATED 277 — — 0.04% $65K $42.04
% of Fund (quarterly)    IGV price (monthly, adj. close)

Other funds also holding IGV

As of 2025 Q4 — sorted by position size

Laura & John Arnold Foundation 27.53% Altus Wealth Management, LLC 3Y 4.09% SFI Advisors, LLC 3Y 3.92% Spruce Point Capital Management, LLC 3.74% COTTONWOOD CAPITAL ADVISORS, LLC 3Y 3.62% SP Asset Management LLC 3Y 3.49% Ebert Capital Management Inc. 2.93% Seven Springs Wealth Group, LLC 3Y 2.81% Black Swift Group, LLC 3Y 2.69% Silverleafe Capital Partners, LLC 3Y 7Y 2.43%
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