Wood Tarver Financial Group’s iShares Core S&P 500 ETF IVV Stock Holding History

Wood Tarver Financial Group’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	$351K	Sell	469 -18	-4%	-$13.1K	0.08%	121
2026 Q1	$318K	Hold	487	–	–	0.09%	118
2025 Q4	$333K	Sell	487 -54	-10%	-$36.7K	0.09%	119
2025 Q3	$362K	Buy	541 +54	+11%	+$34.8K	0.11%	114
2025 Q2	$302K	Hold	487	–	–	0.09%	117
2025 Q1	$274K	Hold	487	–	–	0.09%	110
2024 Q4	$286K	Buy	+487	New	+$288K	0.1%	109

Other funds holding IVV

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

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

Creative Planning Overland Park, Kansas $171B AUM 24.68% 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

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

Capula Management Grand Cayman, Cayman Islands $28B AUM 22.67% 1-Year Est. Return

Wood Tarver Financial Group's IVV Position: Q2 2026 in Review

Wood Tarver Financial Group reduced its iShares Core S&P 500 ETF (IVV) stake by 3.7% in Q2 2026, selling an estimated $13.1K and leaving 469 shares worth $351K. The position accounts for 0.08% of the portfolio, ranked #121.

Wood Tarver Financial Group first reported a position in IVV in Q4 2024 and has held it in 7 quarters since. The position peaked at $362K in Q3 2025. 4,123 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

Wood Tarver Financial Group held 469 shares of iShares Core S&P 500 ETF worth $351K as of Q2 2026.
Wood Tarver Financial Group sold 18 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $13.1K.
iShares Core S&P 500 ETF made up 0.08% of Wood Tarver Financial Group's portfolio in Q2 2026, its #121 holding.
Wood Tarver Financial Group first reported a position in iShares Core S&P 500 ETF in Q4 2024 and has held it in 7 quarters since.
Wood Tarver Financial Group's iShares Core S&P 500 ETF position peaked at $362K in Q3 2025.
4,123 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Wood Tarver Financial Group's 13F filing for Q2 2026, filed 13 Aug 2026.