Bull Oak Capital, LLC’s Ishares Tr Position
Does Bull Oak Capital, LLC own Ishares Tr (IVV)? Yes — 119.1K shares worth $78M (+29.89% of its 13F portfolio) as of Q1 2026, up from 109.1K shares the prior filed quarter.
Position Value
$78M
Q1 2026
Shares
119.1K
% of Portfolio
+29.89%
Quarters Held
13
currently held
Position History IVV
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q1 2026 | 119.1K | $78M | +29.89% |
| Q4 2025 | 109.1K | $75M | +30.52% |
| Q3 2025 | 108.1K | $72M | +30.72% |
| Q2 2025 | 104.6K | $65M | +29.60% |
| Q1 2025 | 96.4K | $54M | +29.53% |
| Q4 2024 | 93.2K | $55M | +30.50% |
| Q3 2024 | 79.2K | $46M | +26.25% |
| Q2 2024 | 75.0K | $41M | +26.44% |
| Q1 2024 | 59.1K | $31M | +20.82% |
| Q4 2023 | 48.5K | $23M | +5.96% |
| Q3 2023 | 42.6K | $18M | +20.00% |
| Q4 2022 | 75.2K | $29M | +24.41% |
| Q3 2022 | 51.3K | $18M | +17.93% |
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Bull Oak Capital, LLC’s full portfolio or all institutional holders of IVV.