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

Oak Hill 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
2025 Q3	$341K	Hold	510	–	–	0.06%	117
2025 Q2	$318K	Hold	510	–	–	0.07%	121
2025 Q1	$287K	Buy	+510	New	+$301K	0.07%	115
2024 Q3	–	Sell	-526	Closed	-$292K	–	168
2024 Q2	$288K	Buy	+526	New	+$277K	0.09%	88
2024 Q1	–	Sell	-526	Closed	-$263K	–	154
2023 Q4	$251K	Hold	526	–	–	0.09%	94
2023 Q3	$226K	Hold	526	–	–	0.09%	95
2023 Q2	$234K	Buy	+526	New	+$222K	0.09%	99
2023 Q1	–	Sell	-567	Closed	-$218K	–	106
2022 Q4	$218K	Buy	+567	New	+$219K	0.09%	99

Other funds holding IVV

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Oak Hill Wealth Advisors's IVV Position: Q3 2025 in Review

Oak Hill Wealth Advisors held its iShares Core S&P 500 ETF (IVV) position steady in Q3 2025 at 510 shares worth $341K. The position accounts for 0.06% of the portfolio, ranked #117.

Oak Hill Wealth Advisors first reported a position in IVV in Q4 2022 and has held it in 8 quarters since. 3,674 funds tracked by Wall St. Rank hold IVV as of Q3 2025.

Oak Hill Wealth Advisors held 510 shares of iShares Core S&P 500 ETF worth $341K as of Q3 2025.
Oak Hill Wealth Advisors left its iShares Core S&P 500 ETF share count unchanged in Q3 2025.
iShares Core S&P 500 ETF made up 0.06% of Oak Hill Wealth Advisors's portfolio in Q3 2025, its #117 holding.
Oak Hill Wealth Advisors first reported a position in iShares Core S&P 500 ETF in Q4 2022 and has held it in 8 quarters since.
3,674 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q3 2025.

Based on Oak Hill Wealth Advisors's 13F filing for Q3 2025, filed 30 Oct 2025.