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Ogorek Anthony Joseph’s iShares Core S&P 500 ETF IVV Stock Holding History

Ogorek Anthony Joseph’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
-94
Closed -$64.2K – 674
2025
Q4 		$64K Hold
94
– – 0.02% 142
2025
Q3 		$62K Hold
94
– – 0.02% 147
2025
Q2 		$58K Hold
94
– – 0.02% 150
2025
Q1 		$52K Buy
+94
New +$55.5K 0.02% 149
2024
Q1 		– Sell
-3
Closed -$1K – 283
2023
Q4 		$1K Hold
3
– – ﹤0.01% 276
2023
Q3 		$1K Buy
+3
New +$1.34K ﹤0.01% 255

Other funds holding IVV

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
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

Ogorek Anthony Joseph's IVV Position: Q1 2026 in Review

Ogorek Anthony Joseph sold out of iShares Core S&P 500 ETF (IVV) in Q1 2026, closing a stake of 94 shares — an estimated $64.2K sold.

Ogorek Anthony Joseph first reported a position in IVV in Q3 2023 and held it in 6 quarters. The position peaked at $64K in Q4 2025. 3,974 funds tracked by Wall St. Rank hold IVV as of Q1 2026.

  • Ogorek Anthony Joseph reported no remaining iShares Core S&P 500 ETF position as of Q1 2026 after selling out during the quarter.
  • Ogorek Anthony Joseph sold 94 iShares Core S&P 500 ETF shares in Q1 2026, an estimated $64.2K.
  • Ogorek Anthony Joseph first reported a position in iShares Core S&P 500 ETF in Q3 2023 and held it in 6 quarters.
  • Ogorek Anthony Joseph's iShares Core S&P 500 ETF position peaked at $64K in Q4 2025.
  • 3,974 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q1 2026.

Based on Ogorek Anthony Joseph's 13F filing for Q1 2026, filed 11 May 2026.