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
2025 Q2	$5.47M	Sell
2025 Q1	$5.48M	Sell
2024 Q4	$7.34M	Hold
2024 Q3	$7.19M	Hold
2024 Q2	$6.82M	Sell
2024 Q1	$6.55M	Hold
2023 Q4	$5.95M	Buy