Oxford Financial Group’s iShares Core S&P 500 ETF IVV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $58.4M | Sell |
89,481
-2,661
| -3% | -$1.82M | 3.15% | 10 |
|
|
2025
Q4 | $63.1M | Buy |
92,142
+2,521
| +3% | +$1.71M | 3.47% | 9 |
|
|
2025
Q3 | $60M | Sell |
89,621
-853
| -0.9% | -$549K | 3.39% | 9 |
|
|
2025
Q2 | $56.2M | Sell |
90,474
-1,195
| -1% | -$686K | 3.34% | 9 |
|
|
2025
Q1 | $51.5M | Sell |
91,669
-1,864
| -2% | -$1.1M | 3.61% | 8 |
|
|
2024
Q4 | $55.1M | Sell |
93,533
-3,450
| -4% | -$2.04M | 3.57% | 8 |
|
|
2024
Q3 | $55.9M | Sell |
96,983
-864
| -0.9% | -$480K | 3.55% | 9 |
|
|
2024
Q2 | $53.5M | Sell |
97,847
-2,484
| -2% | -$1.31M | 3.53% | 9 |
|
|
2024
Q1 | $52.7M | Sell |
100,331
-4,175
| -4% | -$2.09M | 3.66% | 8 |
|
|
2023
Q4 | $49.9M | Buy |
104,506
+1,833
| +2% | +$820K | 3.66% | 8 |
|
|
2023
Q3 | $44.1M | Sell |
102,673
-161
| -0.2% | -$72K | 3.81% | 7 |
|
|
2023
Q2 | $45.8M | Buy |
102,834
+107
| +0.1% | +$45.1K | 4.36% | 6 |
|
|
2023
Q1 | $42.2M | Buy |
102,727
+592
| +0.6% | +$237K | 4.74% | 6 |
|
|
2022
Q4 | $39.2M | Buy |
102,135
+18,092
| +22% | +$6.98M | 4.57% | 8 |
|
|
2022
Q3 | $30.1M | Buy |
84,043
+1,343
| +2% | +$536K | 4.54% | 6 |
|
|
2022
Q2 | $31.4M | Sell |
82,700
-57
| -0.1% | -$23.4K | 4.62% | 6 |
|
|
2022
Q1 | $37.5M | Sell |
82,757
-1,763
| -2% | -$788K | 4.76% | 7 |
|
|
2021
Q4 | $40.3M | Sell |
84,520
-849
| -1% | -$391K | 4.53% | 7 |
|
|
2021
Q3 | $36.8M | Buy |
85,369
+3,803
| +5% | +$1.69M | 4.69% | 6 |
|
|
2021
Q2 | $35.1M | Buy |
81,566
+434
| +0.5% | +$182K | 4.7% | 6 |
|
|
2021
Q1 | $32.3M | Sell |
81,132
-1,074
| -1% | -$416K | 4.47% | 7 |
|
|
2020
Q4 | $30.9M | Sell |
82,206
-4,102
| -5% | -$1.46M | 4.47% | 7 |
|
|
2020
Q3 | $29M | Sell |
86,308
-6,172
| -7% | -$2.05M | 4.68% | 7 |
|
|
2020
Q2 | $28.6M | Sell |
92,480
-69
| -0.1% | -$20.3K | 4.86% | 7 |
|
|
2020
Q1 | $23.9M | Buy |
92,549
+150
| +0.2% | +$46K | 4.78% | 7 |
|
|
2019
Q4 | $29.9M | Buy |
92,399
+2,435
| +3% | +$754K | 8.29% | 4 |
|
|
2019
Q3 | $26.9M | Buy |
89,964
+8,271
| +10% | +$2.46M | 8.49% | 4 |
|
|
2019
Q2 | $24.1M | Buy |
81,693
+1,349
| +2% | +$391K | 7.9% | 4 |
|
|
2019
Q1 | $22.9M | Buy |
80,344
+5,312
| +7% | +$1.45M | 8.17% | 3 |
|
|
2018
Q4 | $18.9M | Sell |
75,032
-846
| -1% | -$230K | 6.17% | 6 |
|
|
2018
Q3 | $22.2M | Buy |
75,878
+1,229
| +2% | +$353K | 10.34% | 3 |
|
|
2018
Q2 | $20.4M | Buy |
74,649
+6,115
| +9% | +$1.66M | 10.48% | 3 |
|
|
2018
Q1 | $18.2M | Buy |
68,534
+3,325
| +5% | +$914K | 10.41% | 4 |
|
|
2017
Q4 | $17.5M | Sell |
65,209
-838
| -1% | -$219K | 11.99% | 4 |
|
|
2017
Q3 | $16.7M | Sell |
66,047
-23,455
| -26% | -$5.82M | 11.44% | 3 |
|
|
2017
Q2 | $21.8M | Buy |
89,502
+4,354
| +5% | +$1.05M | 16.74% | 2 |
|
|
2017
Q1 | $20.2M | Sell |
85,148
-1,215
| -1% | -$284K | 17.59% | 2 |
|
|
2016
Q4 | $19.4M | Buy |
+86,363
| New | +$19M | 17.92% | 2 |
|
Other funds holding IVV
Oxford Financial Group's IVV Position: Q1 2026 in Review
Oxford Financial Group reduced its iShares Core S&P 500 ETF (IVV) stake by 2.9% in Q1 2026, selling an estimated $1.82M and leaving 89,481 shares worth $58.4M. The position accounts for 3.15% of the portfolio, ranked #10.
Oxford Financial Group first reported a position in IVV in Q4 2016 and has held it in 38 quarters since. The position peaked at $63.1M in Q4 2025. 3,980 funds tracked by Wall St. Rank hold IVV as of Q1 2026.
- Oxford Financial Group held 89,481 shares of iShares Core S&P 500 ETF worth $58.4M as of Q1 2026.
- Oxford Financial Group sold 2,661 iShares Core S&P 500 ETF shares in Q1 2026, an estimated $1.82M.
- iShares Core S&P 500 ETF made up 3.15% of Oxford Financial Group's portfolio in Q1 2026, its #10 holding.
- Oxford Financial Group first reported a position in iShares Core S&P 500 ETF in Q4 2016 and has held it in 38 quarters since.
- Oxford Financial Group's iShares Core S&P 500 ETF position peaked at $63.1M in Q4 2025.
- 3,980 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q1 2026.
Based on Oxford Financial Group's 13F filing for Q1 2026, filed 6 May 2026.