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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
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
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
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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

ORBA Wealth Advisors's IVV Position: Q1 2026 in Review

ORBA Wealth Advisors increased its iShares Core S&P 500 ETF (IVV) stake by 1.6% in Q1 2026, buying an estimated $64.2K and bringing the position to 5,970 shares worth $3.9M. The position accounts for 4.65% of the portfolio, ranked #5.

ORBA Wealth Advisors first reported a position in IVV in Q4 2023 and has held it in 10 quarters since. The position peaked at $4.2M in Q3 2025. 3,975 funds tracked by Wall St. Rank hold IVV as of Q1 2026.

  • ORBA Wealth Advisors held 5,970 shares of iShares Core S&P 500 ETF worth $3.9M as of Q1 2026.
  • ORBA Wealth Advisors bought 94 iShares Core S&P 500 ETF shares in Q1 2026, an estimated $64.2K.
  • iShares Core S&P 500 ETF made up 4.65% of ORBA Wealth Advisors's portfolio in Q1 2026, its #5 holding.
  • ORBA Wealth Advisors first reported a position in iShares Core S&P 500 ETF in Q4 2023 and has held it in 10 quarters since.
  • ORBA Wealth Advisors's iShares Core S&P 500 ETF position peaked at $4.2M in Q3 2025.
  • 3,975 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q1 2026.

Based on ORBA Wealth Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.