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WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV: IVV position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV on IVV, newest first. How the timeline and the estimate are built.

WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV held 1,209 IVV shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,209 shares
    Change vs previous 13F -57 shares

    0.13% of the 13F portfolio, value $905,758.

    13F-HR 0001398344-26-012960 filed by WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 1,266 shares
    Change vs previous 13F +26 shares

    0.13% of the 13F portfolio, value $827,253.

    13F-HR 0001398344-26-007408 filed by WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 1,240 shares
    Change vs previous 13F -29 shares

    0.13% of the 13F portfolio, value $849,612.

    13F-HR 0001398344-26-001830 filed by WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 1,269 shares
    Change vs previous 13F +18 shares

    0.14% of the 13F portfolio, value $849,209.

    13F-HR 0001398344-25-020028 filed by WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 1,251 shares
    Change vs previous 13F -26 shares

    0.14% of the 13F portfolio, value $776,730.

    13F-HR 0001398344-25-014034 filed by WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 1,277 shares
    Change vs previous 13F -1,582 shares

    0.15% of the 13F portfolio, value $717,718.

    13F-HR 0001398344-25-008878 filed by WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 2,859 shares
    Change vs previous 13F -49 shares

    0.36% of the 13F portfolio, value $1,683,197.

    13F-HR 0001398344-25-001515 filed by WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 2,908 shares
    Change vs previous 13F not available

    0.38% of the 13F portfolio, value $1,677,529.

    13F-HR 0001398344-24-019203 filed by WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).