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 Q3	$2.21M	Buy	2,891 +139	+5%	+$106K	0.27%	58
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

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

AWE

Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return

BOF

Bank of Finland Helsinki, Finland $1.38B AUM 11.75% 1-Year Est. Return

LPT

Legacy Private Trust Neenah, Wisconsin $1.83B AUM 13% 1-Year Est. Return

AAG

Armstrong Advisory Group Needham, Massachusetts $1.66B AUM 13.15% 1-Year Est. Return

VFA

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return

LFG

Leverty Financial Group Hudson, Wisconsin $549M AUM 10.43% 1-Year Est. Return

Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return

BSB

Bangor Savings Bank Bangor, Maine $1.31B AUM 12.25% 1-Year Est. Return

FWCM

Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return

WoodTrust Financial's IVV Position: Q3 2026 in Review

WoodTrust Financial increased its iShares Core S&P 500 ETF (IVV) stake by 5.1% in Q3 2026, buying an estimated $106K and bringing the position to 2,891 shares worth $2.21M. The position accounts for 0.27% of the portfolio, ranked #58.

WoodTrust Financial first reported a position in IVV in Q3 2020 and has held it in 21 quarters since. 245 funds tracked by Wall St. Rank hold IVV as of Q3 2026.

WoodTrust Financial held 2,891 shares of iShares Core S&P 500 ETF worth $2.21M as of Q3 2026.
WoodTrust Financial bought 139 iShares Core S&P 500 ETF shares in Q3 2026, an estimated $106K.
iShares Core S&P 500 ETF made up 0.27% of WoodTrust Financial's portfolio in Q3 2026, its #58 holding.
WoodTrust Financial first reported a position in iShares Core S&P 500 ETF in Q3 2020 and has held it in 21 quarters since.
245 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q3 2026.

Based on WoodTrust Financial's 13F filing for Q3 2026, filed 9 Oct 2026.