Heritage Oak Wealth Advisors’s iShares Core S&P 500 ETF IVV Stock Holding History

Heritage Oak Wealth Advisors’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 Q1	–	Sell	-4,208	Closed	-$2.88M	–	83
2025 Q4	$2.88M	Buy	4,208 +3,580	+570%	+$2.43M	1.07%	14
2025 Q3	$420K	Buy	628 +84	+15%	+$54.1K	0.15%	54
2025 Q2	$338K	Buy	+544	New	+$312K	0.13%	56
2025 Q1	–	Sell	-2,040	Closed	-$1.2M	–	78
2024 Q4	$1.2M	Buy	+2,040	New	+$1.21M	0.56%	29

Other funds holding IVV

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 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

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

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

JP Morgan Chase New York $1.81T AUM 41.13% 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

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Heritage Oak Wealth Advisors's IVV Position: Q1 2026 in Review

Heritage Oak Wealth Advisors sold out of iShares Core S&P 500 ETF (IVV) in Q1 2026, closing a stake of 4,208 shares — an estimated $2.88M sold.

Heritage Oak Wealth Advisors first reported a position in IVV in Q4 2024 and held it in 4 quarters. The position peaked at $2.88M in Q4 2025. 3,993 funds tracked by Wall St. Rank hold IVV as of Q1 2026.

Heritage Oak Wealth Advisors reported no remaining iShares Core S&P 500 ETF position as of Q1 2026 after selling out during the quarter.
Heritage Oak Wealth Advisors sold 4,208 iShares Core S&P 500 ETF shares in Q1 2026, an estimated $2.88M.
Heritage Oak Wealth Advisors first reported a position in iShares Core S&P 500 ETF in Q4 2024 and held it in 4 quarters.
Heritage Oak Wealth Advisors's iShares Core S&P 500 ETF position peaked at $2.88M in Q4 2025.
3,993 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q1 2026.

Based on Heritage Oak Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.