DeDora Capital’s iShares Core S&P 500 ETF IVV Stock Holding History

DeDora Capital’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	$28.2M	Buy	37,632 +1,980	+6%	+$1.44M	6.13%	3
2026 Q1	$23.3M	Sell	35,652 -8	-0%	-$5.46K	5.71%	4
2025 Q4	$24.4M	Buy	35,660 +85	+0.2%	+$57.7K	5.78%	4
2025 Q3	$23.8M	Buy	35,575 +164	+0.5%	+$106K	5.75%	4
2025 Q2	$22M	Buy	35,411 +829	+2%	+$476K	5.74%	4
2025 Q1	$19.4M	Sell	34,582 -370	-1%	-$218K	5.6%	3
2024 Q4	$20.6M	Buy	34,952 +26	+0.1%	+$15.4K	5.63%	3
2024 Q3	$20.1M	Buy	34,926 +253	+0.7%	+$141K	5.63%	3
2024 Q2	$19M	Buy	34,673 +1,179	+4%	+$620K	5.83%	3
2024 Q1	$17.6M	Buy	33,494 +2,345	+8%	+$1.17M	5.61%	3
2023 Q4	$14.9M	Buy	31,149 +4,573	+17%	+$2.05M	5.22%	3
2023 Q3	$11.4M	Sell	26,576 -548	-2%	-$245K	4.49%	5
2023 Q2	$12.1M	Sell	27,124 -2,074	-7%	-$874K	4.69%	5
2023 Q1	$12M	Sell	29,198 -926	-3%	-$371K	5.12%	3
2022 Q4	$11.6M	Sell	30,124 -959	-3%	-$370K	5.49%	4
2022 Q3	$11.1M	Sell	31,083 -425	-1%	-$170K	5.8%	3
2022 Q2	$11.9M	Sell	31,508 -8,391	-21%	-$3.45M	6.02%	4
2022 Q1	$18.1M	Buy	+39,899	New	+$17.8M	7.32%	2
2021 Q4	–	Sell	-42,011	Closed	-$18.1M	–	79
2021 Q3	$18.1M	Sell	42,011 -85	-0.2%	-$37.7K	7.87%	2
2021 Q2	$18.1M	Buy	42,096 +1,189	+3%	+$498K	7.89%	2
2021 Q1	$16.3M	Buy	40,907 +1,634	+4%	+$633K	7.7%	2
2020 Q4	$14.7M	Buy	39,273 +1,125	+3%	+$400K	7.27%	2
2020 Q3	$12.8M	Buy	38,148 +2,671	+8%	+$889K	7.16%	3
2020 Q2	$11M	Buy	35,477 +34,573	+3,824%	+$10.2M	6.63%	3
2020 Q1	$234K	Buy	904 +3	+0.3%	+$919	0.18%	80
2019 Q4	$291K	Buy	901 +4	+0.4%	+$1.24K	0.18%	83
2019 Q3	$268K	Buy	+897	New	+$267K	0.19%	78

Other funds holding IVV

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Walleye Capital New York $28B AUM 44.22% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

NMIFOAC

National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.3B AUM 24.71% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

DeDora Capital's IVV Position: Q2 2026 in Review

DeDora Capital increased its iShares Core S&P 500 ETF (IVV) stake by 5.6% in Q2 2026, buying an estimated $1.44M and bringing the position to 37,632 shares worth $28.2M. The position accounts for 6.13% of the portfolio, ranked #3.

DeDora Capital first reported a position in IVV in Q3 2019 and has held it in 27 quarters since. 2,639 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

DeDora Capital held 37,632 shares of iShares Core S&P 500 ETF worth $28.2M as of Q2 2026.
DeDora Capital bought 1,980 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $1.44M.
iShares Core S&P 500 ETF made up 6.13% of DeDora Capital's portfolio in Q2 2026, its #3 holding.
DeDora Capital first reported a position in iShares Core S&P 500 ETF in Q3 2019 and has held it in 27 quarters since.
2,639 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on DeDora Capital's 13F filing for Q2 2026, filed 13 Jul 2026.