WoodTrust Financial’s iShares Core S&P 500 ETF IVV Stock Holding History

WoodTrust Financial’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	$2.06M	Buy	+2,752	New	+$2M	0.24%	59
2025 Q4	–	Sell	-399	Closed	-$267K	–	185
2025 Q3	$267K	Hold	399	–	–	0.03%	163
2025 Q2	$248K	Sell	399 -20	-5%	-$11.5K	0.03%	138
2025 Q1	$235K	Sell	419 -104	-20%	-$61.4K	0.03%	153
2024 Q4	$308K	Sell	523 -37	-7%	-$21.9K	0.04%	145
2024 Q3	$323K	Hold	560	–	–	0.05%	137
2024 Q2	$306K	Buy	+560	New	+$294K	0.05%	139
2024 Q1	–	Sell	-485	Closed	-$232K	–	175
2023 Q4	$232K	Buy	+485	New	+$217K	0.04%	153
2023 Q3	–	Sell	-1,175	Closed	-$524K	–	155
2023 Q2	$524K	Hold	1,175	–	–	0.1%	99
2023 Q1	$483K	Sell	1,175 -81	-6%	-$32.5K	0.09%	102
2022 Q4	$483K	Buy	1,256 +81	+7%	+$31.3K	0.1%	101
2022 Q3	$421K	Hold	1,175	–	–	0.09%	103
2022 Q2	$446K	Hold	1,175	–	–	0.1%	102
2022 Q1	$533K	Hold	1,175	–	–	0.11%	92
2021 Q4	$560K	Hold	1,175	–	–	0.12%	88
2021 Q3	$506K	Hold	1,175	–	–	0.12%	91
2021 Q2	$505K	Hold	1,175	–	–	0.13%	55
2021 Q1	$467K	Hold	1,175	–	–	0.14%	52
2020 Q4	$441K	Hold	1,175	–	–	0.14%	51
2020 Q3	$395K	Buy	+1,175	New	+$391K	0.14%	55

Other funds holding IVV

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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

WoodTrust Financial's IVV Position: Q2 2026 in Review

WoodTrust Financial opened a new position in iShares Core S&P 500 ETF (IVV) in Q2 2026: 2,752 shares worth $2.06M. The stake represents 0.24% of the portfolio and ranks #59 among its holdings. This is a return to the name: WoodTrust Financial previously reported a position in IVV as recently as Q3 2025.

WoodTrust Financial first reported a position in IVV in Q3 2020 and has held it in 20 quarters since. 4,089 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

WoodTrust Financial held 2,752 shares of iShares Core S&P 500 ETF worth $2.06M as of Q2 2026.
iShares Core S&P 500 ETF was a new WoodTrust Financial position in Q2 2026.
iShares Core S&P 500 ETF made up 0.24% of WoodTrust Financial's portfolio in Q2 2026, its #59 holding.
WoodTrust Financial first reported a position in iShares Core S&P 500 ETF in Q3 2020 and has held it in 20 quarters since.
4,089 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on WoodTrust Financial's 13F filing for Q2 2026, filed 27 Jul 2026.