Cedarwood Wealth’s iShares Core S&P 500 ETF IVV Stock Holding History
Bought
Maintained
Sold
Other funds holding IVV
CM
Cedarwood Wealth's IVV Position: Q2 2026 in Review
Cedarwood Wealth reduced its iShares Core S&P 500 ETF (IVV) stake by 2.3% in Q2 2026, selling an estimated $339K and leaving 20,037 shares worth $15M. The position accounts for 11.34% of the portfolio, ranked #1.
Cedarwood Wealth first reported a position in IVV in Q4 2025 and has held it in 3 quarters since. 4,080 funds tracked by Wall St. Rank hold IVV as of Q2 2026.
- Cedarwood Wealth held 20,037 shares of iShares Core S&P 500 ETF worth $15M as of Q2 2026.
- Cedarwood Wealth sold 466 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $339K.
- iShares Core S&P 500 ETF made up 11.34% of Cedarwood Wealth's portfolio in Q2 2026, its #1 holding.
- Cedarwood Wealth first reported a position in iShares Core S&P 500 ETF in Q4 2025 and has held it in 3 quarters since.
- 4,080 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.
Based on Cedarwood Wealth's 13F filing for Q2 2026, filed 23 Jul 2026.