Oak Barrel Wealth Advisory »

iShares S&P 500 Index shares owned by Oak Barrel Wealth Advisory

Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Oak Barrel Wealth Advisory from 13F filings

Historical chart of Oak Barrel Wealth Advisory investment in iShares S&P 500 Index

Tip: Access up to 7 years of quarterly data

All positions including iShares S&P 500 Index held by Oak Barrel Wealth Advisory consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in iShares S&P 500 Index by Oak Barrel Wealth Advisory

Quarter filed Position value Share count Share price at filing
2025-12-31 $14M 20k 684.93

More positions owned by Oak Barrel Wealth Advisory

Putnam Etf Trust Focused Lar Cap (PVAL)
Ishares Tr Core S&p500 Etf (IVV)
J P Morgan Exchange Traded F U S Tech Leaders (JTEK)
Ishares Tr Global Tech Etf (IXN)
Apple (AAPL)
Microsoft Corporation (MSFT)
J P Morgan Exchange Traded F Jpmorgan Intl Vl (JIVE)
Ishares Tr U.s. Tech Etf (IYW)
Ishares Tr Core Div Grwth (DGRO)
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)
Ishares Tr Msci Usa Min Vol (USMV)
Amazon (AMZN)
Blackstone Group Inc Com Cl A (BX)
JPMorgan Chase & Co. (JPM)
NVIDIA Corporation (NVDA)

View all positions for Oak Barrel Wealth Advisory

Top funds holding iShares S&P 500 Index

BlackRock
Northwestern Mutual Wealth Management Company
Envestnet Asset Management
Marshall Wace
Creative Planning
Morgan Stanley
Bank of America Corporation
Wells Fargo & Company
Jones Financial Companies, L.L
Royal Bank of Canada
NISA Investment Advisors
Pnc Financial Services
Goldman Sachs Group
Bank of New York Mellon
Millennium Management

View all funds holding iShares S&P 500 Index