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 Q3	$29.4M	Buy	38,416 +784	+2%	+$598K	6.56%	2
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

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

First Command Advisory Services Fort Worth, Texas $18.4B AUM 14.74% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.6B AUM 18.15% 1-Year Est. Return

Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return

DeDora Capital's IVV Position: Q3 2026 in Review

DeDora Capital increased its iShares Core S&P 500 ETF (IVV) stake by 2.1% in Q3 2026, buying an estimated $598K and bringing the position to 38,416 shares worth $29.4M. The position accounts for 6.56% of the portfolio, ranked #2.

DeDora Capital first reported a position in IVV in Q3 2019 and has held it in 28 quarters since. 2,735 funds tracked by Wall St. Rank hold IVV as of Q3 2026.

DeDora Capital held 38,416 shares of iShares Core S&P 500 ETF worth $29.4M as of Q3 2026.
DeDora Capital bought 784 iShares Core S&P 500 ETF shares in Q3 2026, an estimated $598K.
iShares Core S&P 500 ETF made up 6.56% of DeDora Capital's portfolio in Q3 2026, its #2 holding.
DeDora Capital first reported a position in iShares Core S&P 500 ETF in Q3 2019 and has held it in 28 quarters since.
2,735 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q3 2026.

Based on DeDora Capital's 13F filing for Q3 2026, filed 26 Oct 2026.