ORBA Wealth Advisors’s iShares Core S&P 500 ETF IVV Stock Holding History

ORBA Wealth Advisors’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	$2.34M	Sell	3,129 -2,841	-48%	-$2.07M	2%	15
2026 Q1	$3.9M	Buy	5,970 +94	+2%	+$64.2K	4.65%	5
2025 Q4	$4.02M	Sell	5,876 -400	-6%	-$272K	3.49%	5
2025 Q3	$4.2M	Hold	6,276	–	–	3.46%	8
2025 Q2	$3.9M	Buy	6,276 +2,330	+59%	+$1.34M	3.55%	8
2025 Q1	$2.22M	Buy	3,946 +30	+0.8%	+$17.7K	1.12%	29
2024 Q4	$2.31M	Sell	3,916 -70	-2%	-$41.4K	1.2%	29
2024 Q3	$2.3M	Sell	3,986 -18	-0.4%	-$10K	1.16%	29
2024 Q2	$2.19M	Buy	4,004 +294	+8%	+$155K	1.13%	27
2024 Q1	$1.95M	Sell	3,710 -8	-0.2%	-$4K	1.08%	28
2023 Q4	$1.78M	Buy	+3,718	New	+$1.66M	1.06%	28

Other funds holding IVV

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capula Management Grand Cayman, Cayman Islands $28B AUM 22.67% 1-Year Est. Return

ORBA Wealth Advisors's IVV Position: Q2 2026 in Review

ORBA Wealth Advisors reduced its iShares Core S&P 500 ETF (IVV) stake by 48% in Q2 2026, selling an estimated $2.07M and leaving 3,129 shares worth $2.34M. The position accounts for 2% of the portfolio, ranked #15.

ORBA Wealth Advisors first reported a position in IVV in Q4 2023 and has held it in 11 quarters since. The position peaked at $4.2M in Q3 2025. 4,102 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

ORBA Wealth Advisors held 3,129 shares of iShares Core S&P 500 ETF worth $2.34M as of Q2 2026.
ORBA Wealth Advisors sold 2,841 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $2.07M.
iShares Core S&P 500 ETF made up 2% of ORBA Wealth Advisors's portfolio in Q2 2026, its #15 holding.
ORBA Wealth Advisors first reported a position in iShares Core S&P 500 ETF in Q4 2023 and has held it in 11 quarters since.
ORBA Wealth Advisors's iShares Core S&P 500 ETF position peaked at $4.2M in Q3 2025.
4,102 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on ORBA Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.