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Oliver Luxxe Assets’s iShares Core S&P 500 ETF IVV Stock Holding History

Oliver Luxxe Assets’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 		$376K Hold
502
– – 0.06% 177
2026
Q1 		$328K Hold
502
– – 0.05% 179
2025
Q4 		$344K Buy
+502
New +$341K 0.05% 173
2022
Q2 		– Sell
-471
Closed -$214K – 196
2022
Q1 		$214K Buy
+471
New +$211K 0.05% 188

Other funds holding IVV

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CI
Constellation Investments Montgomery, Ohio $3.18B AUM 15.57% 1-Year Est. Return
SAM
Simplify Asset Management Las Vegas, Nevada $7.19B AUM 6.88% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
MMI
Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return
OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return
LWMT
Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
BOF
Bank of Finland Helsinki, Finland $1.54B AUM 15.84% 1-Year Est. Return
FTWA
Fifth Third Wealth Advisors Cincinnati, Ohio $3.58B AUM 34.55% 1-Year Est. Return

Oliver Luxxe Assets's IVV Position: Q2 2026 in Review

Oliver Luxxe Assets held its iShares Core S&P 500 ETF (IVV) position steady in Q2 2026 at 502 shares worth $376K. The position accounts for 0.06% of the portfolio, ranked #177.

Oliver Luxxe Assets first reported a position in IVV in Q1 2022 and has held it in 4 quarters since. 853 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

  • Oliver Luxxe Assets held 502 shares of iShares Core S&P 500 ETF worth $376K as of Q2 2026.
  • Oliver Luxxe Assets left its iShares Core S&P 500 ETF share count unchanged in Q2 2026.
  • iShares Core S&P 500 ETF made up 0.06% of Oliver Luxxe Assets's portfolio in Q2 2026, its #177 holding.
  • Oliver Luxxe Assets first reported a position in iShares Core S&P 500 ETF in Q1 2022 and has held it in 4 quarters since.
  • 853 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Oliver Luxxe Assets's 13F filing for Q2 2026, filed 9 Jul 2026.