Orcam Financial Group’s iShares Core S&P 500 ETF IVV Stock Holding History

Orcam Financial 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
2026 Q2	$1.33M	Buy	1,771 +1,189	+204%	+$866K	0.65%	28
2026 Q1	$380K	Hold	582	–	–	0.27%	45
2025 Q4	$399K	Buy	582 +7	+1%	+$4.75K	0.3%	41
2025 Q3	$385K	Hold	575	–	–	0.31%	38
2025 Q2	$357K	Hold	575	–	–	0.31%	35
2025 Q1	$323K	Hold	575	–	–	0.3%	36
2024 Q4	$338K	Hold	575	–	–	0.33%	35
2024 Q3	$332K	Hold	575	–	–	0.32%	35
2024 Q2	$315K	Hold	575	–	–	0.34%	32
2024 Q1	$302K	Hold	575	–	–	0.33%	32
2023 Q4	$275K	Hold	575	–	–	0.34%	30
2023 Q3	$247K	Hold	575	–	–	0.33%	29
2023 Q2	$256K	Hold	575	–	–	0.35%	29
2023 Q1	$236K	Hold	575	–	–	0.33%	30
2022 Q4	$221K	Hold	575	–	–	0.34%	31
2022 Q3	$206K	Hold	575	–	–	0.35%	25
2022 Q2	$218K	Hold	575	–	–	0.35%	26
2022 Q1	$261K	Hold	575	–	–	0.37%	27
2021 Q4	$274K	Buy	+575	New	+$265K	0.38%	29

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

Orcam Financial Group's IVV Position: Q2 2026 in Review

Orcam Financial Group increased its iShares Core S&P 500 ETF (IVV) stake by 204% in Q2 2026, buying an estimated $866K and bringing the position to 1,771 shares worth $1.33M. The position accounts for 0.65% of the portfolio, ranked #28.

Orcam Financial Group first reported a position in IVV in Q4 2021 and has held it in 19 quarters since. 4,085 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

Orcam Financial Group held 1,771 shares of iShares Core S&P 500 ETF worth $1.33M as of Q2 2026.
Orcam Financial Group bought 1,189 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $866K.
iShares Core S&P 500 ETF made up 0.65% of Orcam Financial Group's portfolio in Q2 2026, its #28 holding.
Orcam Financial Group first reported a position in iShares Core S&P 500 ETF in Q4 2021 and has held it in 19 quarters since.
4,085 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Orcam Financial Group's 13F filing for Q2 2026, filed 14 Aug 2026.