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 Q3	$459K	Buy	599 +97	+19%	+$74K	0.07%	161
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

Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return

Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return

Barings Charlotte, North Carolina $5.84B AUM 11.61% 1-Year Est. Return

Nationwide Fund Advisors Columbus, Ohio $2.31B AUM 10.49% 1-Year Est. Return

Japan Science & Technology Agency Tokyo, Japan $5.51B AUM 3.11% 1-Year Est. Return

Simplify Asset Management Las Vegas, Nevada $6.11B AUM 3.71% 1-Year Est. Return

Alaska Permanent Fund Juneau, Alaska $1.27B AUM 16.38% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Oliver Luxxe Assets's IVV Position: Q3 2026 in Review

Oliver Luxxe Assets increased its iShares Core S&P 500 ETF (IVV) stake by 19% in Q3 2026, buying an estimated $74K and bringing the position to 599 shares worth $459K. The position accounts for 0.07% of the portfolio, ranked #161.

Oliver Luxxe Assets first reported a position in IVV in Q1 2022 and has held it in 5 quarters since. 1,812 funds tracked by Wall St. Rank hold IVV as of Q3 2026.

Oliver Luxxe Assets held 599 shares of iShares Core S&P 500 ETF worth $459K as of Q3 2026.
Oliver Luxxe Assets bought 97 iShares Core S&P 500 ETF shares in Q3 2026, an estimated $74K.
iShares Core S&P 500 ETF made up 0.07% of Oliver Luxxe Assets's portfolio in Q3 2026, its #161 holding.
Oliver Luxxe Assets first reported a position in iShares Core S&P 500 ETF in Q1 2022 and has held it in 5 quarters since.
1,812 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q3 2026.

Based on Oliver Luxxe Assets's 13F filing for Q3 2026, filed 14 Oct 2026.