OGF
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Orin Green Financial’s iShares Core S&P 500 ETF IVV Stock Holding History

Orin Green Financial’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 		$40.3M Buy
53,825
+604
+1% +$440K 14.87% 1
2026
Q1 		$34.8M Sell
53,221
-54
-0.1% -$36.9K 14.26% 1
2025
Q4 		$36.5M Buy
53,275
+1,363
+3% +$926K 14.6% 1
2025
Q3 		$34.7M Buy
51,912
+716
+1% +$461K 13.89% 1
2025
Q2 		$31.8M Sell
51,196
-402
-0.8% -$231K 13.45% 1
2025
Q1 		$26.6M Buy
+51,598
New +$30.5M 12.56% 1
2024
Q4 		– Sell
-54,423
Closed -$32.2M – 1
2024
Q3 		$31.4M Buy
54,423
+899
+2% +$500K 13.53% 1
2024
Q2 		$29.3M Buy
+53,524
New +$28.1M 13.49% 1
2024
Q1 		– Sell
-56,630
Closed -$28.3M – 1
2023
Q4 		$27M Sell
56,630
-868
-2% -$389K 13.32% 1
2023
Q3 		$24.7M Sell
57,498
-2,877
-5% -$1.29M 13.71% 1
2023
Q2 		$26.9M Buy
60,375
+813
+1% +$343K 14.07% 1
2023
Q1 		$24.5M Sell
59,562
-840
-1% -$337K 13.25% 1
2022
Q4 		$23.2M Buy
60,402
+3,322
+6% +$1.28M 13.62% 1
2022
Q3 		$20.5M Buy
57,080
+10,899
+24% +$4.35M 13.3% 1
2022
Q2 		$17.8M Buy
46,181
+1,162
+3% +$478K 11.12% 1
2022
Q1 		$20.4M Buy
45,019
+1,423
+3% +$636K 13.34% 1
2021
Q4 		$19.7M Buy
43,596
+1,515
+4% +$698K 14.26% 1
2021
Q3 		$18.1M Sell
42,081
-209
-0.5% -$92.6K 12.65% 1
2021
Q2 		$18.2M Buy
42,290
+7,547
+22% +$3.16M 12.86% 1
2021
Q1 		$13.8M Buy
34,743
+1,929
+6% +$747K 11.25% 1
2020
Q4 		$12.3M Buy
+32,814
New +$11.7M 9.78% 1

Other funds holding IVV

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
CM
Capula Management Grand Cayman, Cayman Islands $28B AUM 22.67% 1-Year Est. Return

Orin Green Financial's IVV Position: Q2 2026 in Review

Orin Green Financial increased its iShares Core S&P 500 ETF (IVV) stake by 1.1% in Q2 2026, buying an estimated $440K and bringing the position to 53,825 shares worth $40.3M. The position accounts for 14.87% of the portfolio, ranked #1.

Orin Green Financial first reported a position in IVV in Q4 2020 and has held it in 21 quarters since. 4,084 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

  • Orin Green Financial held 53,825 shares of iShares Core S&P 500 ETF worth $40.3M as of Q2 2026.
  • Orin Green Financial bought 604 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $440K.
  • iShares Core S&P 500 ETF made up 14.87% of Orin Green Financial's portfolio in Q2 2026, its #1 holding.
  • Orin Green Financial first reported a position in iShares Core S&P 500 ETF in Q4 2020 and has held it in 21 quarters since.
  • 4,084 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Orin Green Financial's 13F filing for Q2 2026, filed 13 Jul 2026.