Oak Hill Wealth Advisors’s iShares Core S&P 500 ETF IVV Stock Holding History
Bought
Maintained
Sold
Other funds holding IVV
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.