Tulsa Wealth Advisors’s iShares Core S&P 500 ETF IVV Stock Holding History
Bought
Maintained
Sold
Other funds holding IVV
CM
Tulsa Wealth Advisors's IVV Position: Q2 2026 in Review
Tulsa Wealth Advisors increased its iShares Core S&P 500 ETF (IVV) stake by 11% in Q2 2026, buying an estimated $26.9K and bringing the position to 379 shares worth $284K. The position accounts for 0.04% of the portfolio, ranked #142.
Tulsa Wealth Advisors first reported a position in IVV in Q1 2026 and has held it in 2 quarters since. 4,084 funds tracked by Wall St. Rank hold IVV as of Q2 2026.
- Tulsa Wealth Advisors held 379 shares of iShares Core S&P 500 ETF worth $284K as of Q2 2026.
- Tulsa Wealth Advisors bought 37 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $26.9K.
- iShares Core S&P 500 ETF made up 0.04% of Tulsa Wealth Advisors's portfolio in Q2 2026, its #142 holding.
- Tulsa Wealth Advisors first reported a position in iShares Core S&P 500 ETF in Q1 2026 and has held it in 2 quarters since.
- 4,084 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.
Based on Tulsa Wealth Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.