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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 $5.72T AUM 30.48% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Bull Oak Capital's IVV Position: Q1 2026 in Review

Bull Oak Capital increased its iShares Core S&P 500 ETF (IVV) stake by 9.1% in Q1 2026, buying an estimated $6.82M and bringing the position to 119,067 shares worth $77.8M. The position accounts for 29.89% of the portfolio, ranked #1.

Bull Oak Capital first reported a position in IVV in Q4 2021 and has held it in 16 quarters since. 3,978 funds tracked by Wall St. Rank hold IVV as of Q1 2026.

  • Bull Oak Capital held 119,067 shares of iShares Core S&P 500 ETF worth $77.8M as of Q1 2026.
  • Bull Oak Capital bought 9,981 iShares Core S&P 500 ETF shares in Q1 2026, an estimated $6.82M.
  • iShares Core S&P 500 ETF made up 29.89% of Bull Oak Capital's portfolio in Q1 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 16 quarters since.
  • 3,978 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q1 2026.

Based on Bull Oak Capital's 13F filing for Q1 2026, filed 11 May 2026.