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

Great Oak Capital Partners’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
2024
Q1 		– Sell
-664
Closed -$317K – 31
2023
Q4 		$317K Buy
+664
New +$297K 0.17% 27

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Great Oak Capital Partners's IVV Position: Q1 2024 in Review

Great Oak Capital Partners sold out of iShares Core S&P 500 ETF (IVV) in Q1 2024, closing a stake of 664 shares — an estimated $317K sold.

Great Oak Capital Partners first reported a position in IVV in Q4 2023 and held it in 1 quarter. The position peaked at $317K in Q4 2023. 3,082 funds tracked by Wall St. Rank hold IVV as of Q1 2024.

  • Great Oak Capital Partners reported no remaining iShares Core S&P 500 ETF position as of Q1 2024 after selling out during the quarter.
  • Great Oak Capital Partners sold 664 iShares Core S&P 500 ETF shares in Q1 2024, an estimated $317K.
  • Great Oak Capital Partners first reported a position in iShares Core S&P 500 ETF in Q4 2023 and held it in 1 quarter.
  • Great Oak Capital Partners's iShares Core S&P 500 ETF position peaked at $317K in Q4 2023.
  • 3,082 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q1 2024.

Based on Great Oak Capital Partners's 13F filing for Q1 2024, filed 15 Apr 2024.