Woodmont Investment Counsel’s iShares Core S&P 500 ETF IVV Stock Holding History

Woodmont Investment Counsel’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	$5.78M	Sell	7,722 -5	-0.1%	-$3.64K	0.32%	62
2026 Q1	$5.05M	Buy	7,727 +554	+8%	+$378K	0.31%	60
2025 Q4	$4.91M	Sell	7,173 -172	-2%	-$117K	0.31%	62
2025 Q3	$4.92M	Buy	7,345 +184	+3%	+$119K	0.33%	58
2025 Q2	$4.45M	Buy	7,161 +3,427	+92%	+$1.97M	0.29%	63
2025 Q1	$2.1M	Sell	3,734 -158	-4%	-$93.3K	0.15%	95
2024 Q4	$2.29M	Buy	3,892 +60	+2%	+$35.5K	0.17%	89
2024 Q3	$2.21M	Sell	3,832 -2	-0.1%	-$1.11K	0.17%	92
2024 Q2	$2.1M	Buy	3,834 +1,102	+40%	+$579K	0.17%	90
2024 Q1	$1.44M	Buy	2,732 +437	+19%	+$219K	0.12%	112
2023 Q4	$1.1M	Buy	2,295 +478	+26%	+$214K	0.1%	124
2023 Q3	$780K	Buy	1,817 +198	+12%	+$88.6K	0.08%	143
2023 Q2	$721K	Hold	1,619	–	–	0.07%	149
2023 Q1	$665K	Hold	1,619	–	–	0.07%	152
2022 Q4	$622K	Buy	1,619 +179	+12%	+$69.1K	0.07%	154
2022 Q3	$516K	Sell	1,440 -67	-4%	-$26.8K	0.06%	168
2022 Q2	$571K	Buy	1,507 +75	+5%	+$30.9K	0.07%	166
2022 Q1	$649K	Sell	1,432 -29	-2%	-$13K	0.08%	164
2021 Q4	$697K	Hold	1,461	–	–	0.09%	139
2021 Q3	$629K	Sell	1,461 -10	-0.7%	-$4.43K	0.09%	138
2021 Q2	$632K	Buy	1,471 +483	+49%	+$202K	0.1%	130
2021 Q1	$393K	Hold	988	–	–	0.07%	146
2020 Q4	$371K	Hold	988	–	–	0.07%	140
2020 Q3	$332K	Hold	988	–	–	0.07%	141
2020 Q2	$306K	Buy	+988	New	+$290K	0.07%	148
2018 Q1	–	Sell	-745	Closed	-$200K	–	179
2017 Q4	$200K	Sell	745 -75	-9%	-$19.6K	0.05%	183
2017 Q3	$207K	Buy	+820	New	+$204K	0.06%	179
2017 Q2	–	Sell	-4,061	Closed	-$914K	–	186
2017 Q1	$914K	Hold	4,061	–	–	0.27%	100
2016 Q4	$914K	Sell	4,061 -1,276	-24%	-$280K	0.26%	102
2016 Q3	$1.16M	Sell	5,337 -3,879	-42%	-$844K	0.33%	86
2016 Q2	$1.94M	Buy	9,216 +8,379	+1,001%	+$1.75M	0.58%	57
2016 Q1	$173K	Buy	837 +100	+14%	+$19.6K	0.05%	179
2015 Q4	$151K	Hold	737	–	–	0.04%	193
2015 Q3	$142K	Hold	737	–	–	0.04%	195
2015 Q2	$153K	Buy	+737	New	+$156K	0.04%	187

Other funds holding IVV

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

AIA Group Hong Kong $7.95B AUM 28.94% 1-Year Est. Return

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

Woodmont Investment Counsel's IVV Position: Q2 2026 in Review

Woodmont Investment Counsel reduced its iShares Core S&P 500 ETF (IVV) stake by 0.06% in Q2 2026, selling an estimated $3.64K and leaving 7,722 shares worth $5.78M. The position accounts for 0.32% of the portfolio, ranked #62.

Woodmont Investment Counsel first reported a position in IVV in Q2 2015 and has held it in 35 quarters since. 2,171 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

Woodmont Investment Counsel held 7,722 shares of iShares Core S&P 500 ETF worth $5.78M as of Q2 2026.
Woodmont Investment Counsel sold 5 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $3.64K.
iShares Core S&P 500 ETF made up 0.32% of Woodmont Investment Counsel's portfolio in Q2 2026, its #62 holding.
Woodmont Investment Counsel first reported a position in iShares Core S&P 500 ETF in Q2 2015 and has held it in 35 quarters since.
2,171 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Woodmont Investment Counsel's 13F filing for Q2 2026, filed 27 Jul 2026.