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

Oak 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	$20.8M	Buy
2025 Q2	$18.3M	Buy
2025 Q1	$16M	Buy
2024 Q4	$16.1M	Buy