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Live Oak Private Wealth’s iShares Core S&P 500 ETF IVV Stock Holding History

Live Oak Private Wealth’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 		$2.23M Buy
3,410
+21
+0.6% +$14.3K 0.31% 73
2025
Q4 		$2.32M Sell
3,389
-88
-3% -$59.8K 0.32% 71
2025
Q3 		$2.33M Sell
3,477
-3
-0.1% -$1.93K 0.32% 70
2025
Q2 		$2.16M Buy
3,480
+300
+9% +$172K 0.32% 73
2025
Q1 		$1.79M Sell
3,180
-76
-2% -$44.9K 0.29% 77
2024
Q4 		$1.92M Sell
3,256
-42
-1% -$24.9K 0.32% 70
2024
Q3 		$1.9M Sell
3,298
-42
-1% -$23.4K 0.31% 73
2024
Q2 		$1.83M Sell
3,340
-238
-7% -$125K 0.31% 71
2024
Q1 		$1.88M Sell
3,578
-26
-0.7% -$13K 0.33% 70
2023
Q4 		$1.72M Sell
3,604
-1
-0% -$448 0.32% 68
2023
Q3 		$1.55M Buy
3,605
+62
+2% +$27.7K 0.33% 64
2023
Q2 		$1.58M Sell
3,543
-374
-10% -$158K 0.31% 68
2023
Q1 		$1.61M Sell
3,917
-104
-3% -$41.7K 0.33% 65
2022
Q4 		$1.54M Buy
4,021
+28
+0.7% +$10.8K 0.32% 67
2022
Q3 		$1.43M Buy
3,993
+197
+5% +$78.7K 0.32% 67
2022
Q2 		$1.44M Sell
3,796
-118
-3% -$48.5K 0.3% 75
2022
Q1 		$1.78M Buy
3,914
+9
+0.2% +$4.03K 0.34% 72
2021
Q4 		$1.86M Sell
3,905
-1
-0% -$461 0.35% 70
2021
Q3 		$1.68M Buy
3,906
+994
+34% +$440K 0.34% 72
2021
Q2 		$1.25M Buy
2,912
+1,942
+200% +$814K 0.28% 77
2021
Q1 		$386K Sell
970
-503
-34% -$195K 0.09% 120
2020
Q4 		$553K Buy
1,473
+654
+80% +$233K 0.16% 94
2020
Q3 		$275K Sell
819
-748
-48% -$249K 0.09% 112
2020
Q2 		$485K Sell
1,567
-812
-34% -$238K 0.18% 86
2020
Q1 		$615K Sell
2,379
-1,066
-31% -$327K 0.63% 35
2019
Q4 		$1.11M Buy
+3,445
New +$1.07M 1.08% 25

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

Live Oak Private Wealth's IVV Position: Q1 2026 in Review

Live Oak Private Wealth increased its iShares Core S&P 500 ETF (IVV) stake by 0.62% in Q1 2026, buying an estimated $14.3K and bringing the position to 3,410 shares worth $2.23M. The position accounts for 0.31% of the portfolio, ranked #73.

Live Oak Private Wealth first reported a position in IVV in Q4 2019 and has held it in 26 quarters since. The position peaked at $2.33M in Q3 2025. 3,975 funds tracked by Wall St. Rank hold IVV as of Q1 2026.

  • Live Oak Private Wealth held 3,410 shares of iShares Core S&P 500 ETF worth $2.23M as of Q1 2026.
  • Live Oak Private Wealth bought 21 iShares Core S&P 500 ETF shares in Q1 2026, an estimated $14.3K.
  • iShares Core S&P 500 ETF made up 0.31% of Live Oak Private Wealth's portfolio in Q1 2026, its #73 holding.
  • Live Oak Private Wealth first reported a position in iShares Core S&P 500 ETF in Q4 2019 and has held it in 26 quarters since.
  • Live Oak Private Wealth's iShares Core S&P 500 ETF position peaked at $2.33M in Q3 2025.
  • 3,975 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q1 2026.

Based on Live Oak Private Wealth's 13F filing for Q1 2026, filed 20 Apr 2026.