Dogwood Wealth Management’s iShares Core S&P 500 ETF IVV Stock Holding History

Dogwood Wealth Management’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	$6.57M	Hold	8,773	–	–	2.59%	13
2026 Q1	$5.73M	Hold	8,773	–	–	2.49%	14
2025 Q4	$6.01M	Hold	8,773	–	–	2.64%	13
2025 Q3	$5.87M	Hold	8,773	–	–	2.67%	14
2025 Q2	$5.47M	Sell	8,773 -988	-10%	-$567K	2.67%	12
2025 Q1	$5.48M	Sell	9,761 -2,700	-22%	-$1.59M	2.88%	12
2024 Q4	$7.34M	Hold	12,461	–	–	3.88%	6
2024 Q3	$7.19M	Hold	12,461	–	–	4.13%	5
2024 Q2	$6.82M	Sell	12,461 -5	-0%	-$2.63K	4.2%	5
2024 Q1	$6.55M	Hold	12,466	–	–	4.43%	5
2023 Q4	$5.95M	Buy	+12,466	New	+$5.58M	4.65%	4

Other funds holding IVV

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

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

JIC

Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return

NFA

Nationwide Fund Advisors Columbus, Ohio $2.42B AUM 17.68% 1-Year Est. Return

Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return

Constellation Investments Montgomery, Ohio $3.18B AUM 15.57% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

SAM

Simplify Asset Management Las Vegas, Nevada $7.19B AUM 6.88% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Dogwood Wealth Management's IVV Position: Q2 2026 in Review

Dogwood Wealth Management held its iShares Core S&P 500 ETF (IVV) position steady in Q2 2026 at 8,773 shares worth $6.57M. The position accounts for 2.59% of the portfolio, ranked #13.

Dogwood Wealth Management first reported a position in IVV in Q4 2023 and has held it in 11 quarters since. The position peaked at $7.34M in Q4 2024. 1,615 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

Dogwood Wealth Management held 8,773 shares of iShares Core S&P 500 ETF worth $6.57M as of Q2 2026.
Dogwood Wealth Management left its iShares Core S&P 500 ETF share count unchanged in Q2 2026.
iShares Core S&P 500 ETF made up 2.59% of Dogwood Wealth Management's portfolio in Q2 2026, its #13 holding.
Dogwood Wealth Management first reported a position in iShares Core S&P 500 ETF in Q4 2023 and has held it in 11 quarters since.
Dogwood Wealth Management's iShares Core S&P 500 ETF position peaked at $7.34M in Q4 2024.
1,615 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Dogwood Wealth Management's 13F filing for Q2 2026, filed 6 Jul 2026.