Woodside Wealth Management’s iShares Core S&P 500 ETF IVV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$1.46M Buy
1,944
+9
+0.5% +$6.55K 1.01% 19
2026
Q1
$1.26M Buy
1,935
+60
+3% +$41K 0.99% 20
2025
Q4
$1.28M Buy
1,875
+70
+4% +$47.5K 0.96% 21
2025
Q3
$1.21M Hold
1,805
0.95% 20
2025
Q2
$1.12M Buy
1,805
+55
+3% +$31.6K 0.96% 20
2025
Q1
$983K Buy
+1,750
New +$1.03M 0.91% 20

Other funds holding IVV

Woodside Wealth Management's IVV Position: Q2 2026 in Review

Woodside Wealth Management increased its iShares Core S&P 500 ETF (IVV) stake by 0.47% in Q2 2026, buying an estimated $6.55K and bringing the position to 1,944 shares worth $1.46M. The position accounts for 1.01% of the portfolio, ranked #19.

Woodside Wealth Management first reported a position in IVV in Q1 2025 and has held it in 6 quarters since. 4,076 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

  • Woodside Wealth Management held 1,944 shares of iShares Core S&P 500 ETF worth $1.46M as of Q2 2026.
  • Woodside Wealth Management bought 9 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $6.55K.
  • iShares Core S&P 500 ETF made up 1.01% of Woodside Wealth Management's portfolio in Q2 2026, its #19 holding.
  • Woodside Wealth Management first reported a position in iShares Core S&P 500 ETF in Q1 2025 and has held it in 6 quarters since.
  • 4,076 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Woodside Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.