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Woodward Financial Advisors, Inc.: IVV position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Woodward Financial Advisors, Inc. on IVV, newest first. How the timeline and the estimate are built.

Woodward Financial Advisors, Inc. held 59,306 IVV shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 59,306 shares
    Change vs previous 13F +1,172 shares

    14.85% of the 13F portfolio, value $44,413,453.

    13F-HR 0001951757-26-001261 filed by Woodward Financial Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec ยง4.2).

  2. period ended2026-03-31
    13F 58,134 shares
    Change vs previous 13F -473 shares

    14.22% of the 13F portfolio, value $36,910,810.

    13F-HR 0001951757-26-001642 filed by Woodward Financial Advisors, Inc.
    Accepted , ingested

  3. period ended2025-12-31
    13F 58,607 shares
    Change vs previous 13F -1,986 shares

    15.03% of the 13F portfolio, value $40,142,073.

    13F-HR 0001951757-26-001641 filed by Woodward Financial Advisors, Inc.
    Accepted , ingested

  4. period ended2025-09-30
    13F 60,593 shares
    Change vs previous 13F -71 shares

    15.46% of the 13F portfolio, value $40,554,622.

    13F-HR 0001951757-26-001632 filed by Woodward Financial Advisors, Inc.
    Accepted , ingested

  5. period ended2025-06-30
    13F 60,664 shares
    Change vs previous 13F +3,206 shares

    15.51% of the 13F portfolio, value $37,666,505.

    13F-HR 0001951757-26-001643 filed by Woodward Financial Advisors, Inc.
    Accepted , ingested

  6. period ended2025-03-31
    13F 57,458 shares
    Change vs previous 13F +234 shares

    15.3% of the 13F portfolio, value $32,285,504.

    13F-HR 0001951757-26-001633 filed by Woodward Financial Advisors, Inc.
    Accepted , ingested

  7. period ended2024-12-31
    13F 57,224 shares
    Change vs previous 13F -2,459 shares

    16.67% of the 13F portfolio, value $33,686,667.

    13F-HR 0001951757-26-001634 filed by Woodward Financial Advisors, Inc.
    Accepted , ingested

  8. period ended2024-09-30
    13F 59,683 shares
    Change vs previous 13F not available

    17.26% of the 13F portfolio, value $34,426,432.

    13F-HR 0001951757-26-001635 filed by Woodward Financial Advisors, Inc.
    Accepted , ingested