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Woodard & Company Asset Management Group’s iShares Core S&P 500 ETF IVV Stock Holding History

Woodard & Company Asset Management 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 		$906K Sell
1,209
-57
-5% -$41.5K 0.13% 75
2026
Q1 		$827K Buy
1,266
+26
+2% +$17.8K 0.13% 73
2025
Q4 		$850K Sell
1,240
-29
-2% -$19.7K 0.13% 70
2025
Q3 		$849K Buy
1,269
+18
+1% +$11.6K 0.14% 64
2025
Q2 		$777K Sell
1,251
-26
-2% -$14.9K 0.14% 64
2025
Q1 		$718K Sell
1,277
-1,582
-55% -$934K 0.15% 61
2024
Q4 		$1.68M Sell
2,859
-49
-2% -$29K 0.36% 40
2024
Q3 		$1.68M Sell
2,908
-107
-4% -$59.5K 0.38% 41
2024
Q2 		$1.65M Sell
3,015
-92
-3% -$48.4K 0.41% 36
2024
Q1 		$1.63M Sell
3,107
-74
-2% -$37K 0.44% 33
2023
Q4 		$1.52M Sell
3,181
-1,191
-27% -$533K 0.44% 32
2023
Q3 		$1.88M Buy
4,372
+281
+7% +$126K 0.64% 29
2023
Q2 		$1.82M Buy
4,091
+9
+0.2% +$3.79K 0.61% 31
2023
Q1 		$1.68M Buy
4,082
+584
+17% +$234K 0.58% 34
2022
Q4 		$1.34M Buy
3,498
+2,318
+196% +$895K 0.48% 34
2022
Q3 		$423K Sell
1,180
-95
-7% -$37.9K 0.19% 51
2022
Q2 		$483K Sell
1,275
-1,069
-46% -$440K 0.2% 51
2022
Q1 		$1.06M Buy
+2,344
New +$1.05M 0.44% 36

Other funds holding IVV

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
CM
Capula Management Grand Cayman, Cayman Islands $28B AUM 22.67% 1-Year Est. Return

Woodard & Company Asset Management Group's IVV Position: Q2 2026 in Review

Woodard & Company Asset Management Group reduced its iShares Core S&P 500 ETF (IVV) stake by 4.5% in Q2 2026, selling an estimated $41.5K and leaving 1,209 shares worth $906K. The position accounts for 0.13% of the portfolio, ranked #75.

Woodard & Company Asset Management Group first reported a position in IVV in Q1 2022 and has held it in 18 quarters since. The position peaked at $1.88M in Q3 2023. 4,085 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

  • Woodard & Company Asset Management Group held 1,209 shares of iShares Core S&P 500 ETF worth $906K as of Q2 2026.
  • Woodard & Company Asset Management Group sold 57 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $41.5K.
  • iShares Core S&P 500 ETF made up 0.13% of Woodard & Company Asset Management Group's portfolio in Q2 2026, its #75 holding.
  • Woodard & Company Asset Management Group first reported a position in iShares Core S&P 500 ETF in Q1 2022 and has held it in 18 quarters since.
  • Woodard & Company Asset Management Group's iShares Core S&P 500 ETF position peaked at $1.88M in Q3 2023.
  • 4,085 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Woodard & Company Asset Management Group's 13F filing for Q2 2026, filed 29 Jul 2026.