Oakwell Private Wealth Management’s iShares Core S&P 500 ETF IVV Stock Holding History

Oakwell Private Wealth Management’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	$4.98M	Hold	6,645	–	–	0.83%	19
2026 Q1	$4.34M	Hold	6,645	–	–	0.77%	20
2025 Q4	$4.55M	Buy	6,645 +18	+0.3%	+$12.2K	0.85%	19
2025 Q3	$4.44M	Hold	6,627	–	–	0.89%	19
2025 Q2	$4.12M	Sell	6,627 -300	-4%	-$172K	0.95%	17
2025 Q1	$3.89M	Sell	6,927 -52	-0.7%	-$30.7K	1.07%	17
2024 Q4	$4.11M	Hold	6,979	–	–	1.15%	17
2024 Q3	$4.03M	Hold	6,979	–	–	1.16%	17
2024 Q2	$3.82M	Hold	6,979	–	–	1.08%	17
2024 Q1	$3.67M	Hold	6,979	–	–	1.12%	16
2023 Q4	$3.33M	Hold	6,979	–	–	1.17%	16
2023 Q3	$3M	Hold	6,979	–	–	1.27%	15
2023 Q2	$3.11M	Hold	6,979	–	–	1.3%	15
2023 Q1	$2.87M	Hold	6,979	–	–	1.31%	18
2022 Q4	$2.68M	Sell	6,979 -1,732	-20%	-$668K	1.28%	18
2022 Q3	$3.12M	Buy	8,711 +1,732	+25%	+$692K	1.73%	16
2022 Q2	$2.65M	Sell	6,979 -1,732	-20%	-$712K	1.51%	14
2022 Q1	$3.95M	Hold	8,711	–	–	1.99%	12
2021 Q4	$4.16M	Buy	8,711 +222	+3%	+$102K	2.07%	12
2021 Q3	$3.66M	Hold	8,489	–	–	1.98%	12
2021 Q2	$3.65M	Sell	8,489 -1,943	-19%	-$814K	2.34%	11
2021 Q1	$4.15M	Buy	10,432 +155	+2%	+$60K	2.94%	10
2020 Q4	$3.86M	Buy	+10,277	New	+$3.66M	3.03%	10

Other funds holding IVV

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capula Management Grand Cayman, Cayman Islands $28B AUM 22.67% 1-Year Est. Return

Oakwell Private Wealth Management's IVV Position: Q2 2026 in Review

Oakwell Private Wealth Management held its iShares Core S&P 500 ETF (IVV) position steady in Q2 2026 at 6,645 shares worth $4.98M. The position accounts for 0.83% of the portfolio, ranked #19.

Oakwell Private Wealth Management first reported a position in IVV in Q4 2020 and has held it in 23 quarters since. 4,089 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

Oakwell Private Wealth Management held 6,645 shares of iShares Core S&P 500 ETF worth $4.98M as of Q2 2026.
Oakwell Private Wealth Management left its iShares Core S&P 500 ETF share count unchanged in Q2 2026.
iShares Core S&P 500 ETF made up 0.83% of Oakwell Private Wealth Management's portfolio in Q2 2026, its #19 holding.
Oakwell Private Wealth Management first reported a position in iShares Core S&P 500 ETF in Q4 2020 and has held it in 23 quarters since.
4,089 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Oakwell Private Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.