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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
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Envestnet Portfolio Solutions
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
GT
Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return
CI
Constellation Investments Montgomery, Ohio $3.18B AUM 15.57% 1-Year Est. Return
Cambridge Investment Research Advisors
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. 1,654 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.
  • 1,654 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.