Dogwood Wealth Management LLC Ishares S&P 500 Growth ETF Transaction History

Dogwood Wealth Management LLC

$220 Billion
Q3 2025

A detailed history of Dogwood Wealth Management LLC transactions in Ishares S&P 500 Growth ETF stock. As of the latest transaction made, Dogwood Wealth Management LLC holds 137 shares of IVW stock, worth $16,582. This represents 0.01% of its overall portfolio holdings.

Number of Shares

137

Previous 137 -0.0%

Holding current value

$16,582

Previous $15.1 Million 9.85%

% of portfolio

0.01%

Previous 0.01%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 18, 2025	SELL	$82.96 - $110.1 $32,520 - $43,159	-392 Reduced 74.1%	137 $15.1 Million
Q1 2025 Apr 30, 2025	SELL	$92.45 - $106.69 $21,633 - $24,965	-234 Reduced 30.67%	529 $49.1 Million
Q4 2024 Mar 04, 2025	SELL	$94.43 - $105.47 $4.14 Million - $4.63 Million	-43,858 Reduced 98.29%	763 $77.5 Million
Q3 2024 Feb 28, 2025	SELL	$84.77 - $97.13 $1.35 Million - $1.55 Million	-15,952 Reduced 27.02%	43,096 $4.13 Billion
Q2 2024 Mar 04, 2025	BUY	$79.31 - $93.31 $120,947 - $142,297	1,525 Added 3.54%	44,621 $4.13 Billion

Q1 2024 Feb 28, 2025	BUY	$72.87 - $85.14 $224,949 - $262,827	3,087 Added 5.52%	59,048 $4.99 Billion
Q4 2023 Feb 28, 2025	BUY	$65.78 - $75.4 $3.68 Million - $4.22 Million	55,961 New	55,961 $4.2 Billion

Others Institutions Holding IVW

# of Institutions

2,201

Shares Held

420M

Call Options Held

212K

Put Options Held

158K

View Full List

About ISHARES S&P 500 GROWTH ETF

Ticker IVW
Sector ETFs
Industry ETFs

More about IVW

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Dogwood Wealth Management LLC Ishares S&P 500 Growth ETF Transaction History