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Oldfather Financial Services’s iShares Core S&P 500 ETF IVV Stock Holding History

Oldfather Financial Services’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 		$4.35M Buy
6,353
+53
+0.8% +$36K 1.3% 18
2025
Q3 		$4.22M Sell
6,300
-38
-0.6% -$24.5K 1.31% 18
2025
Q2 		$3.94M Sell
6,338
-235
-4% -$135K 1.35% 18
2025
Q1 		$3.69M Buy
6,573
+131
+2% +$77.4K 1.4% 18
2024
Q4 		$3.79M Sell
6,442
-20
-0.3% -$11.8K 1.44% 16
2024
Q3 		$3.73M Sell
6,462
-27
-0.4% -$15K 1.43% 15
2024
Q2 		$3.55M Buy
6,489
+4
+0.1% +$2.1K 1.46% 17
2024
Q1 		$3.41M Sell
6,485
-90
-1% -$45K 1.4% 16
2023
Q4 		$3.14M Buy
6,575
+13
+0.2% +$5.82K 1.4% 18
2023
Q3 		$2.82M Sell
6,562
-13
-0.2% -$5.82K 1.43% 16
2023
Q2 		$2.93M Sell
6,575
-87
-1% -$36.7K 1.43% 16
2023
Q1 		$2.74M Buy
6,662
+16
+0.2% +$6.42K 1.42% 16
2022
Q4 		$2.55M Sell
6,646
-897
-12% -$346K 1.46% 15
2022
Q3 		$2.71M Sell
7,543
-112
-1% -$44.7K 1.7% 15
2022
Q2 		$3.09M Buy
7,655
+116
+2% +$47.7K 1.76% 15
2022
Q1 		$3.24M Sell
7,539
-85
-1% -$38K 1.76% 16
2021
Q4 		$3.42M Sell
7,624
-22
-0.3% -$10.1K 1.8% 14
2021
Q3 		$3.59M Buy
7,646
+40
+0.5% +$17.7K 1.84% 13
2021
Q2 		$3.38M Buy
7,606
+4
+0.1% +$1.68K 1.85% 13
2021
Q1 		$3.12M Sell
7,602
-90
-1% -$34.8K 1.79% 14
2020
Q4 		$2.99M Buy
7,692
+47
+0.6% +$16.7K 1.78% 15
2020
Q3 		$2.67M Buy
7,645
+252
+3% +$83.9K 1.9% 13
2020
Q2 		$2.4M Sell
7,393
-64
-0.9% -$18.8K 1.87% 13
2020
Q1 		$2.14M Buy
7,457
+84
+1% +$25.7K 2.04% 12
2019
Q4 		$2.42M Buy
+7,373
New +$2.28M 2.25% 11

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
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 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

Oldfather Financial Services's IVV Position: Q4 2025 in Review

Oldfather Financial Services increased its iShares Core S&P 500 ETF (IVV) stake by 0.84% in Q4 2025, buying an estimated $36K and bringing the position to 6,353 shares worth $4.35M. The position accounts for 1.3% of the portfolio, ranked #18.

Oldfather Financial Services first reported a position in IVV in Q4 2019 and has held it in 25 quarters since. 4,000 funds tracked by Wall St. Rank hold IVV as of Q4 2025.

  • Oldfather Financial Services held 6,353 shares of iShares Core S&P 500 ETF worth $4.35M as of Q4 2025.
  • Oldfather Financial Services bought 53 iShares Core S&P 500 ETF shares in Q4 2025, an estimated $36K.
  • iShares Core S&P 500 ETF made up 1.3% of Oldfather Financial Services's portfolio in Q4 2025, its #18 holding.
  • Oldfather Financial Services first reported a position in iShares Core S&P 500 ETF in Q4 2019 and has held it in 25 quarters since.
  • 4,000 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q4 2025.

Based on Oldfather Financial Services's 13F filing for Q4 2025, filed 16 Jan 2026.