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

SkyOak Wealth’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 		$1.7M Sell
2,271
-48
-2% -$35K 0.28% 69
2026
Q1 		$1.51M Sell
2,319
-5
-0.2% -$3.41K 0.28% 71
2025
Q4 		$1.59M Hold
2,324
– – 0.29% 70
2025
Q3 		$1.56M Hold
2,324
– – 0.29% 70
2025
Q2 		$1.44M Hold
2,324
– – 0.29% 69
2025
Q1 		$1.31M Sell
2,324
-138
-6% -$81.5K 0.29% 70
2024
Q4 		$1.45M Buy
2,462
+97
+4% +$57.4K 0.31% 68
2024
Q3 		$1.36M Sell
2,365
-83
-3% -$46.1K 0.3% 67
2024
Q2 		$1.34M Hold
2,448
– – 0.31% 66
2024
Q1 		$1.29M Buy
2,448
+304
+14% +$152K 0.31% 65
2023
Q4 		$1.02M Hold
2,144
– – 0.27% 73
2023
Q3 		$921K Buy
2,144
+358
+20% +$160K 0.27% 75
2023
Q2 		$796K Sell
1,786
-200
-10% -$84.3K 0.22% 87
2023
Q1 		$816K Hold
1,986
– – 0.25% 85
2022
Q4 		$763K Buy
1,986
+75
+4% +$28.9K 0.26% 85
2022
Q3 		$685K Buy
1,911
+40
+2% +$16K 0.25% 91
2022
Q2 		$709K Buy
1,871
+90
+5% +$37K 0.24% 92
2022
Q1 		$808K Buy
1,781
+132
+8% +$59K 0.22% 97
2021
Q4 		$787K Hold
1,649
– – 0.2% 103
2021
Q3 		$710K Hold
1,649
– – 0.19% 106
2021
Q2 		$709K Hold
1,649
– – 0.19% 106
2021
Q1 		$691K Sell
1,649
-48
-3% -$18.6K 0.19% 107
2020
Q4 		$637K Hold
1,697
– – 0.2% 116
2020
Q3 		$570K Sell
1,697
-178
-9% -$59.2K 0.2% 113
2020
Q2 		$581K Sell
1,875
-695
-27% -$204K 0.21% 112
2020
Q1 		$664K Buy
2,570
+69
+3% +$21.1K 0.34% 73
2019
Q4 		$808K Buy
+2,501
New +$774K 0.25% 87

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

SkyOak Wealth's IVV Position: Q2 2026 in Review

SkyOak Wealth reduced its iShares Core S&P 500 ETF (IVV) stake by 2.1% in Q2 2026, selling an estimated $35K and leaving 2,271 shares worth $1.7M. The position accounts for 0.28% of the portfolio, ranked #69.

SkyOak Wealth first reported a position in IVV in Q4 2019 and has held it in 27 quarters since. 4,085 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

  • SkyOak Wealth held 2,271 shares of iShares Core S&P 500 ETF worth $1.7M as of Q2 2026.
  • SkyOak Wealth sold 48 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $35K.
  • iShares Core S&P 500 ETF made up 0.28% of SkyOak Wealth's portfolio in Q2 2026, its #69 holding.
  • SkyOak Wealth first reported a position in iShares Core S&P 500 ETF in Q4 2019 and has held it in 27 quarters since.
  • 4,085 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on SkyOak Wealth's 13F filing for Q2 2026, filed 30 Jul 2026.