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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
2023
Q3 		– Sell
-42,457
Closed -$18.9M – 91
2023
Q2 		$18.9M Sell
42,457
-838
-2% -$353K 13.84% 5
2023
Q1 		$17.8M Buy
+43,295
New +$17.4M 13.77% 5

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

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. 4,115 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.
  • 4,115 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.