Dogwood Wealth Management’s iShares S&P 500 Growth ETF IVW Stock Holding History

Dogwood Wealth Management’s Portfolio IVW Stock Details IVW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$18.8K	Hold	137	–	–	0.01%	256
2026 Q1	$15.5K	Hold	137	–	–	0.01%	278
2025 Q4	$16.9K	Hold	137	–	–	0.01%	223
2025 Q3	$16.5K	Hold	137	–	–	0.01%	210
2025 Q2	$15.1K	Sell	137 -392	-74%	-$38.8K	0.01%	213
2025 Q1	$49.1K	Sell	529 -234	-31%	-$23.6K	0.03%	122
2024 Q4	$77.5K	Sell	763 -42,333	-98%	-$4.22M	0.04%	106
2024 Q3	$4.13M	Sell	43,096 -1,525	-3%	-$141K	2.37%	14
2024 Q2	$4.13M	Sell	44,621 -14,427	-24%	-$1.24M	2.54%	12
2024 Q1	$4.99M	Buy	59,048 +3,087	+6%	+$248K	3.37%	8
2023 Q4	$4.2M	Buy	+55,961	New	+$3.98M	3.28%	8

Other funds holding IVW

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

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

Dogwood Wealth Management held its iShares S&P 500 Growth ETF (IVW) position steady in Q2 2026 at 137 shares worth $18.8K. The position accounts for 0.01% of the portfolio, ranked #256.

Dogwood Wealth Management first reported a position in IVW in Q4 2023 and has held it in 11 quarters since. The position peaked at $4.99M in Q1 2024. 2,124 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

Dogwood Wealth Management held 137 shares of iShares S&P 500 Growth ETF worth $18.8K as of Q2 2026.
Dogwood Wealth Management left its iShares S&P 500 Growth ETF share count unchanged in Q2 2026.
iShares S&P 500 Growth ETF made up 0.01% of Dogwood Wealth Management's portfolio in Q2 2026, its #256 holding.
Dogwood Wealth Management first reported a position in iShares S&P 500 Growth ETF in Q4 2023 and has held it in 11 quarters since.
Dogwood Wealth Management's iShares S&P 500 Growth ETF position peaked at $4.99M in Q1 2024.
2,124 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

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