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

OLIO Financial 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 Q2	$487K	Hold	650	–	–	0.12%	39
2026 Q1	$424K	Sell	650 -181	-22%	-$124K	0.12%	40
2025 Q4	$569K	Hold	831	–	–	0.16%	35
2025 Q3	$556K	Buy	831 +81	+11%	+$52.2K	0.16%	35
2025 Q2	$465K	Buy	750 +1	+0.1%	+$574	0.15%	40
2025 Q1	$421K	Hold	749	–	–	0.15%	41
2024 Q4	$441K	Sell	749 -169	-18%	-$100K	0.16%	40
2024 Q3	$440K	Hold	918	–	–	0.19%	37
2024 Q2	$440K	Hold	918	–	–	0.19%	37
2024 Q1	$440K	Hold	918	–	–	0.19%	37
2023 Q4	$440K	Hold	918	–	–	0.18%	37
2023 Q3	$394K	Buy	918 +3	+0.3%	+$1.34K	0.19%	36
2023 Q2	$408K	Buy	915 +97	+12%	+$40.9K	0.19%	34
2023 Q1	$336K	Buy	818 +195	+31%	+$78.2K	0.17%	34
2022 Q4	$239K	Hold	623	–	–	0.13%	39
2022 Q3	$223K	Hold	623	–	–	0.13%	38
2022 Q2	$236K	Buy	623 +36	+6%	+$14.8K	0.13%	41
2022 Q1	$266K	Sell	587 -45	-7%	-$20.1K	0.15%	43
2021 Q4	$301K	Buy	+632	New	+$291K	0.18%	32

Other funds holding IVV

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

JIC

Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return

NFA

Nationwide Fund Advisors Columbus, Ohio $2.42B AUM 17.68% 1-Year Est. Return

Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return

OLIO Financial Planning's IVV Position: Q2 2026 in Review

OLIO Financial Planning held its iShares Core S&P 500 ETF (IVV) position steady in Q2 2026 at 650 shares worth $487K. The position accounts for 0.12% of the portfolio, ranked #39.

OLIO Financial Planning first reported a position in IVV in Q4 2021 and has held it in 19 quarters since. The position peaked at $569K in Q4 2025. 2,123 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

OLIO Financial Planning held 650 shares of iShares Core S&P 500 ETF worth $487K as of Q2 2026.
OLIO Financial Planning left its iShares Core S&P 500 ETF share count unchanged in Q2 2026.
iShares Core S&P 500 ETF made up 0.12% of OLIO Financial Planning's portfolio in Q2 2026, its #39 holding.
OLIO Financial Planning first reported a position in iShares Core S&P 500 ETF in Q4 2021 and has held it in 19 quarters since.
OLIO Financial Planning's iShares Core S&P 500 ETF position peaked at $569K in Q4 2025.
2,123 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on OLIO Financial Planning's 13F filing for Q2 2026, filed 17 Jul 2026.