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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
+1,172
+2% +$853K 14.85% 1
2026
Q1 		$36.9M Sell
58,134
-473
-0.8% -$323K 14.22% 2
2025
Q4 		$40.1M Sell
58,607
-1,986
-3% -$1.35M 15.03% 1
2025
Q3 		$40.6M Sell
60,593
-71
-0.1% -$45.7K 15.46% 1
2025
Q2 		$37.7M Buy
60,664
+3,206
+6% +$1.84M 15.51% 1
2025
Q1 		$32.3M Buy
57,458
+234
+0.4% +$138K 15.3% 1
2024
Q4 		$33.7M Sell
57,224
-2,459
-4% -$1.46M 16.67% 1
2024
Q3 		$34.4M Sell
59,683
-331
-0.6% -$184K 17.26% 1
2024
Q2 		$32.9M Buy
60,014
+778
+1% +$409K 18.74% 1
2024
Q1 		$31.1M Sell
59,236
-142
-0.2% -$71.1K 18.7% 1
2023
Q4 		$28.4M Sell
59,378
-847
-1% -$379K 18.66% 1
2023
Q3 		$25.9M Sell
60,225
-18
-0% -$8.05K 19.13% 1
2023
Q2 		$26.9M Sell
60,243
-10,760
-15% -$4.53M 20.06% 1
2023
Q1 		$29.2M Sell
71,003
-1,059
-1% -$425K 23.97% 1
2022
Q4 		$27.7M Sell
72,062
-418
-0.6% -$161K 23.74% 1
2022
Q3 		$26M Buy
72,480
+210
+0.3% +$83.9K 24.31% 1
2022
Q2 		$27.4M Sell
72,270
-5,936
-8% -$2.44M 25.35% 1
2022
Q1 		$35.5M Buy
78,206
+115
+0.1% +$51.4K 36.33% 1
2021
Q4 		$37.2M Buy
+78,091
New +$36M 37.62% 1

Other funds holding IVV

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
CM
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 increased its iShares Core S&P 500 ETF (IVV) stake by 2% in Q2 2026, buying an estimated $853K and bringing the position to 59,306 shares worth $44.4M. The position accounts for 14.85% of the portfolio, ranked #1.

Woodward Financial Advisors first reported a position in IVV in Q4 2021 and has held it in 19 quarters since. 4,123 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.
  • Woodward Financial Advisors bought 1,172 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $853K.
  • iShares Core S&P 500 ETF made up 14.85% of Woodward Financial Advisors's portfolio in Q2 2026, its #1 holding.
  • Woodward Financial Advisors first reported a position in iShares Core S&P 500 ETF in Q4 2021 and has held it in 19 quarters since.
  • 4,123 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.