Oak Barrel Wealth Advisory’s iShares Core S&P 500 ETF IVV Stock Holding History
Bought
Maintained
Sold
Other funds holding IVV
CM
Oak Barrel Wealth Advisory's IVV Position: Q2 2026 in Review
Oak Barrel Wealth Advisory opened a new position in iShares Core S&P 500 ETF (IVV) in Q2 2026: 34,503 shares worth $25.8M. The stake represents 11.41% of the portfolio and ranks #2 among its holdings. This is a return to the name: Oak Barrel Wealth Advisory previously reported a position in IVV as recently as Q4 2025.
Oak Barrel Wealth Advisory first reported a position in IVV in Q4 2025 and has held it in 2 quarters since. 4,089 funds tracked by Wall St. Rank hold IVV as of Q2 2026.
- Oak Barrel Wealth Advisory held 34,503 shares of iShares Core S&P 500 ETF worth $25.8M as of Q2 2026.
- iShares Core S&P 500 ETF was a new Oak Barrel Wealth Advisory position in Q2 2026.
- iShares Core S&P 500 ETF made up 11.41% of Oak Barrel Wealth Advisory's portfolio in Q2 2026, its #2 holding.
- Oak Barrel Wealth Advisory first reported a position in iShares Core S&P 500 ETF in Q4 2025 and has held it in 2 quarters since.
- 4,089 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.
Based on Oak Barrel Wealth Advisory's 13F filing for Q2 2026, filed 7 Aug 2026.