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Oak Harvest Investment Services’s iShares Core S&P 500 ETF IVV Stock Holding History

Oak Harvest Investment Services’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 		$2.07M Buy
2,763
+55
+2% +$40.1K 0.19% 93
2026
Q1 		$1.77M Sell
2,708
-191
-7% -$130K 0.18% 97
2025
Q4 		$1.99M Buy
2,899
+514
+22% +$349K 0.22% 99
2025
Q3 		$1.6M Buy
2,385
+13
+0.5% +$8.37K 0.19% 101
2025
Q2 		$1.47M Buy
2,372
+125
+6% +$71.8K 0.18% 101
2025
Q1 		$1.26M Buy
2,247
+35
+2% +$20.7K 0.18% 93
2024
Q4 		$1.3M Hold
2,212
– – 0.18% 97
2024
Q3 		$1.28M Sell
2,212
-24
-1% -$13.3K 0.18% 88
2024
Q2 		$1.22M Sell
2,236
-254
-10% -$134K 0.19% 84
2024
Q1 		$1.31M Buy
2,490
+5
+0.2% +$2.5K 0.21% 81
2023
Q4 		$1.19M Buy
2,485
+19
+0.8% +$8.5K 0.24% 73
2023
Q3 		$1.06M Buy
2,466
+1,003
+69% +$449K 0.22% 65
2023
Q2 		$652K Buy
1,463
+338
+30% +$142K 0.15% 74
2023
Q1 		$462K Sell
1,125
-129
-10% -$51.7K 0.11% 87
2022
Q4 		$482K Sell
1,254
-511
-29% -$197K 0.13% 72
2022
Q3 		$633K Buy
1,765
+586
+50% +$234K 0.17% 64
2022
Q2 		$447K Sell
1,179
-33
-3% -$13.6K 0.12% 65
2022
Q1 		$550K Buy
1,212
+202
+20% +$90.3K 0.14% 62
2021
Q4 		$482K Sell
1,010
-7
-0.7% -$3.23K 0.12% 65
2021
Q3 		$438K Buy
1,017
+10
+1% +$4.43K 0.13% 63
2021
Q2 		$433K Sell
1,007
-8
-0.8% -$3.35K 0.14% 63
2021
Q1 		$404K Buy
1,015
+9
+0.9% +$3.48K 0.15% 63
2020
Q4 		$378K Buy
+1,006
New +$358K 0.16% 59

Other funds holding IVV

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return
NFA
Nationwide Fund Advisors Columbus, Ohio $2.42B AUM 17.68% 1-Year Est. Return
GT
Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return
CI
Constellation Investments Montgomery, Ohio $3.18B AUM 15.57% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
SAM
Simplify Asset Management Las Vegas, Nevada $7.19B AUM 6.88% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Oak Harvest Investment Services's IVV Position: Q2 2026 in Review

Oak Harvest Investment Services increased its iShares Core S&P 500 ETF (IVV) stake by 2% in Q2 2026, buying an estimated $40.1K and bringing the position to 2,763 shares worth $2.07M. The position accounts for 0.19% of the portfolio, ranked #93.

Oak Harvest Investment Services first reported a position in IVV in Q4 2020 and has held it in 23 quarters since. 1,602 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

  • Oak Harvest Investment Services held 2,763 shares of iShares Core S&P 500 ETF worth $2.07M as of Q2 2026.
  • Oak Harvest Investment Services bought 55 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $40.1K.
  • iShares Core S&P 500 ETF made up 0.19% of Oak Harvest Investment Services's portfolio in Q2 2026, its #93 holding.
  • Oak Harvest Investment Services first reported a position in iShares Core S&P 500 ETF in Q4 2020 and has held it in 23 quarters since.
  • 1,602 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Oak Harvest Investment Services's 13F filing for Q2 2026, filed 27 Jul 2026.