Bull Oak Capital’s iShares Core S&P 500 ETF IVV Stock Holding History

Bull Oak Capital’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	$108M	Buy	144,614 +25,547	+21%	+$18.6M	36.08%	1
2026 Q1	$77.8M	Buy	119,067 +9,981	+9%	+$6.82M	29.89%	1
2025 Q4	$74.7M	Buy	109,086 +1,010	+0.9%	+$686K	30.52%	1
2025 Q3	$72.3M	Buy	108,076 +3,449	+3%	+$2.22M	30.72%	1
2025 Q2	$65M	Buy	104,627 +8,217	+9%	+$4.72M	29.6%	1
2025 Q1	$54.2M	Buy	96,410 +3,253	+3%	+$1.92M	29.53%	1
2024 Q4	$54.8M	Buy	93,157 +13,942	+18%	+$8.25M	30.5%	1
2024 Q3	$45.7M	Buy	79,215 +4,174	+6%	+$2.32M	26.25%	1
2024 Q2	$41.1M	Buy	75,041 +15,952	+27%	+$8.39M	26.44%	1
2024 Q1	$31.1M	Buy	59,089 +10,596	+22%	+$5.3M	20.82%	1
2023 Q4	$23.2M	Buy	48,493 +5,920	+14%	+$2.65M	5.96%	4
2023 Q3	$18.3M	Buy	+42,573	New	+$19M	20%	2
2023 Q1	–	Sell	-75,225	Closed	-$30.2M	–	25
2022 Q4	$28.9M	Buy	75,225 +23,966	+47%	+$9.25M	24.41%	1
2022 Q3	$18.4M	Buy	51,259 +9,607	+23%	+$3.84M	17.93%	1
2022 Q2	$15.8M	Buy	41,652 +2,499	+6%	+$1.03M	14.6%	2
2022 Q1	$17.8M	Buy	39,153 +7,094	+22%	+$3.17M	14.56%	2
2021 Q4	$15.3M	Buy	+32,059	New	+$14.8M	13.86%	1

Other funds holding IVV

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capula Management Grand Cayman, Cayman Islands $28B AUM 22.67% 1-Year Est. Return

Bull Oak Capital's IVV Position: Q2 2026 in Review

Bull Oak Capital increased its iShares Core S&P 500 ETF (IVV) stake by 21% in Q2 2026, buying an estimated $18.6M and bringing the position to 144,614 shares worth $108M. The position accounts for 36.08% of the portfolio, ranked #1.

Bull Oak Capital first reported a position in IVV in Q4 2021 and has held it in 17 quarters since. 4,084 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

Bull Oak Capital held 144,614 shares of iShares Core S&P 500 ETF worth $108M as of Q2 2026.
Bull Oak Capital bought 25,547 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $18.6M.
iShares Core S&P 500 ETF made up 36.08% of Bull Oak Capital's portfolio in Q2 2026, its #1 holding.
Bull Oak Capital first reported a position in iShares Core S&P 500 ETF in Q4 2021 and has held it in 17 quarters since.
4,084 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Bull Oak Capital's 13F filing for Q2 2026, filed 10 Aug 2026.