Oath Planning’s iShares Core S&P 500 ETF IVV Stock Holding History

Oath Planning’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 Q1	–	Sell	-308	Closed	-$211K	–	71
2025 Q4	$211K	Buy	+308	New	+$209K	0.21%	68

Other funds holding IVV

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 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

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

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

JP Morgan Chase New York $1.81T AUM 41.13% 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

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Oath Planning's IVV Position: Q1 2026 in Review

Oath Planning sold out of iShares Core S&P 500 ETF (IVV) in Q1 2026, closing a stake of 308 shares — an estimated $211K sold.

Oath Planning first reported a position in IVV in Q4 2025 and held it in 1 quarter. The position peaked at $211K in Q4 2025. 3,994 funds tracked by Wall St. Rank hold IVV as of Q1 2026.

Oath Planning reported no remaining iShares Core S&P 500 ETF position as of Q1 2026 after selling out during the quarter.
Oath Planning sold 308 iShares Core S&P 500 ETF shares in Q1 2026, an estimated $211K.
Oath Planning first reported a position in iShares Core S&P 500 ETF in Q4 2025 and held it in 1 quarter.
Oath Planning's iShares Core S&P 500 ETF position peaked at $211K in Q4 2025.
3,994 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q1 2026.

Based on Oath Planning's 13F filing for Q1 2026, filed 8 May 2026.