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

Woodward Financial Advisors’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	$44.4M	Buy	+59,306	New	+$43.2M	14.85%	1

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

Woodward Financial Advisors's IVV Position: Q2 2026 in Review

Woodward Financial Advisors opened a new position in iShares Core S&P 500 ETF (IVV) in Q2 2026: 59,306 shares worth $44.4M. The stake represents 14.85% of the portfolio and ranks #1 among its holdings.

4,076 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

Woodward Financial Advisors held 59,306 shares of iShares Core S&P 500 ETF worth $44.4M as of Q2 2026.
iShares Core S&P 500 ETF was a new Woodward Financial Advisors position in Q2 2026.
iShares Core S&P 500 ETF made up 14.85% of Woodward Financial Advisors's portfolio in Q2 2026, its #1 holding.
4,076 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Woodward Financial Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.