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Koss-Olinger Consulting’s iShares Core S&P 500 ETF IVV Stock Holding History

Koss-Olinger Consulting’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 		$7.13M Sell
9,525
-1,850
-16% -$1.35M 0.55% 16
2026
Q1 		$7.43M Sell
11,375
-479
-4% -$327K 0.62% 22
2025
Q4 		$8.12M Sell
11,854
-810
-6% -$550K 0.63% 23
2025
Q3 		$7.86M Sell
12,664
-20
-0.2% -$12.9K 0.65% 25
2025
Q2 		$7.88M Sell
12,684
-647
-5% -$371K 0.65% 25
2025
Q1 		$7.49M Sell
13,331
-232
-2% -$137K 0.63% 27
2024
Q4 		$7.98M Buy
13,563
+1,897
+16% +$1.12M 0.7% 27
2024
Q3 		$6.73M Buy
11,666
+45
+0.4% +$25K 0.58% 27
2024
Q2 		$6.36M Buy
+11,621
New +$6.11M 0.59% 26
2024
Q1 		– Sell
-12,680
Closed -$6.06M – 174
2023
Q4 		$6.06M Sell
12,680
-1,444
-10% -$646K 0.59% 25
2023
Q3 		$6.07M Sell
14,124
-61
-0.4% -$27.3K 0.89% 20
2023
Q2 		$6.32M Sell
14,185
-132
-0.9% -$55.6K 0.73% 20
2023
Q1 		$5.88M Sell
14,317
-276
-2% -$111K 0.73% 21
2022
Q4 		$5.61M Sell
14,593
-51
-0.3% -$19.7K 0.81% 20
2022
Q3 		$5.25M Sell
14,644
-590
-4% -$236K 0.89% 15
2022
Q2 		$5.78M Sell
15,234
-1,517
-9% -$624K 1.05% 12
2022
Q1 		$7.6M Sell
16,751
-1,434
-8% -$641K 1.22% 12
2021
Q4 		$8.67M Sell
18,185
-1,064
-6% -$490K 1.34% 13
2021
Q3 		$8.29M Sell
19,249
-522
-3% -$231K 1.35% 13
2021
Q2 		$8.5M Buy
19,771
+759
+4% +$318K 1.26% 15
2021
Q1 		$7.56M Buy
+19,012
New +$7.36M 1.29% 15

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

Koss-Olinger Consulting's IVV Position: Q2 2026 in Review

Koss-Olinger Consulting reduced its iShares Core S&P 500 ETF (IVV) stake by 16% in Q2 2026, selling an estimated $1.35M and leaving 9,525 shares worth $7.13M. The position accounts for 0.55% of the portfolio, ranked #16.

Koss-Olinger Consulting first reported a position in IVV in Q1 2021 and has held it in 21 quarters since. The position peaked at $8.67M in Q4 2021. 4,085 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

  • Koss-Olinger Consulting held 9,525 shares of iShares Core S&P 500 ETF worth $7.13M as of Q2 2026.
  • Koss-Olinger Consulting sold 1,850 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $1.35M.
  • iShares Core S&P 500 ETF made up 0.55% of Koss-Olinger Consulting's portfolio in Q2 2026, its #16 holding.
  • Koss-Olinger Consulting first reported a position in iShares Core S&P 500 ETF in Q1 2021 and has held it in 21 quarters since.
  • Koss-Olinger Consulting's iShares Core S&P 500 ETF position peaked at $8.67M in Q4 2021.
  • 4,085 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Koss-Olinger Consulting's 13F filing for Q2 2026, filed 10 Aug 2026.