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Ocean Park Asset Management’s iShares Core S&P 500 ETF IVV Stock Holding History

Ocean Park Asset 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
2025
Q4 		– Sell
-5,651
Closed -$3.78M – 96
2025
Q3 		$3.78M Buy
+5,651
New +$3.64M 0.16% 64

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Royal Bank of Canada
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Envestnet Asset Management
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Morgan Stanley
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Creative Planning
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Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Ocean Park Asset Management's IVV Position: Q4 2025 in Review

Ocean Park Asset Management sold out of iShares Core S&P 500 ETF (IVV) in Q4 2025, closing a stake of 5,651 shares — an estimated $3.78M sold.

Ocean Park Asset Management first reported a position in IVV in Q3 2025 and held it in 1 quarter. The position peaked at $3.78M in Q3 2025. 4,001 funds tracked by Wall St. Rank hold IVV as of Q4 2025.

  • Ocean Park Asset Management reported no remaining iShares Core S&P 500 ETF position as of Q4 2025 after selling out during the quarter.
  • Ocean Park Asset Management sold 5,651 iShares Core S&P 500 ETF shares in Q4 2025, an estimated $3.78M.
  • Ocean Park Asset Management first reported a position in iShares Core S&P 500 ETF in Q3 2025 and held it in 1 quarter.
  • Ocean Park Asset Management's iShares Core S&P 500 ETF position peaked at $3.78M in Q3 2025.
  • 4,001 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q4 2025.

Based on Ocean Park Asset Management's 13F filing for Q4 2025, filed 15 Jan 2026.