OLVIG
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Oliver Lagore Vanvalin Investment Group’s iShares Core S&P 500 ETF IVV Stock Holding History

Oliver Lagore Vanvalin Investment Group’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
Q2 		$1.25M Buy
+2,219
New +$1.27M 0.49% 50
2024
Q4 		$1.61M Buy
2,735
+77
+3% +$45.6K 0.41% 49
2024
Q3 		$1.53M Sell
2,658
-537
-17% -$299K 0.41% 53
2024
Q2 		$1.75M Sell
3,195
-762
-19% -$401K 0.5% 41
2024
Q1 		$2.08M Sell
3,957
-2,357
-37% -$1.18M 0.61% 29
2023
Q4 		$3.02M Sell
6,314
-380
-6% -$170K 1.12% 16
2023
Q3 		$2.87M Sell
6,694
-13
-0.2% -$5.82K 1.14% 13
2023
Q2 		$2.99M Buy
6,707
+2,074
+45% +$874K 1.09% 18
2023
Q1 		$1.9M Buy
4,633
+452
+11% +$181K 0.81% 17
2022
Q4 		$1.61M Sell
4,181
-2,242
-35% -$865K 0.91% 24
2022
Q3 		$2.3M Sell
6,423
-428
-6% -$171K 1.49% 13
2022
Q2 		$2.6M Buy
6,851
+175
+3% +$72K 1.52% 14
2022
Q1 		$3.07M Sell
6,676
-28,884
-81% -$12.9M 2.06% 11
2021
Q4 		$17M Buy
+35,560
New +$16.4M 1.22% 14

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 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

Oliver Lagore Vanvalin Investment Group's IVV Position: Q2 2025 in Review

Oliver Lagore Vanvalin Investment Group opened a new position in iShares Core S&P 500 ETF (IVV) in Q2 2025: 2,219 shares worth $1.25M. The stake represents 0.49% of the portfolio and ranks #50 among its holdings. This is a return to the name: Oliver Lagore Vanvalin Investment Group previously reported a position in IVV as recently as Q4 2024.

Oliver Lagore Vanvalin Investment Group first reported a position in IVV in Q4 2021 and has held it in 14 quarters since. The position peaked at $17M in Q4 2021. 3,616 funds tracked by Wall St. Rank hold IVV as of Q2 2025.

  • Oliver Lagore Vanvalin Investment Group held 2,219 shares of iShares Core S&P 500 ETF worth $1.25M as of Q2 2025.
  • iShares Core S&P 500 ETF was a new Oliver Lagore Vanvalin Investment Group position in Q2 2025.
  • iShares Core S&P 500 ETF made up 0.49% of Oliver Lagore Vanvalin Investment Group's portfolio in Q2 2025, its #50 holding.
  • Oliver Lagore Vanvalin Investment Group first reported a position in iShares Core S&P 500 ETF in Q4 2021 and has held it in 14 quarters since.
  • Oliver Lagore Vanvalin Investment Group's iShares Core S&P 500 ETF position peaked at $17M in Q4 2021.
  • 3,616 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2025.

Based on Oliver Lagore Vanvalin Investment Group's 13F filing for Q2 2025, filed 10 Jul 2025.