Beutel, Goodman & Co’s iShares Core S&P 500 ETF IVV Stock Holding History

Beutel, Goodman & Co’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	$1.39M	Hold	1,849	–	–	0.01%	105
2026 Q1	$1.21M	Buy	1,849 +755	+69%	+$516K	0.01%	106
2025 Q4	$749K	Hold	1,094	–	–	﹤0.01%	108
2025 Q3	$732K	Buy	1,094 +30	+3%	+$19.3K	﹤0.01%	108
2025 Q2	$660K	Buy	+1,064	New	+$611K	﹤0.01%	107

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

Beutel, Goodman & Co's IVV Position: Q2 2026 in Review

Beutel, Goodman & Co held its iShares Core S&P 500 ETF (IVV) position steady in Q2 2026 at 1,849 shares worth $1.39M. The position accounts for 0.01% of the portfolio, ranked #105.

Beutel, Goodman & Co first reported a position in IVV in Q2 2025 and has held it in 5 quarters since. 4,101 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

Beutel, Goodman & Co held 1,849 shares of iShares Core S&P 500 ETF worth $1.39M as of Q2 2026.
Beutel, Goodman & Co left its iShares Core S&P 500 ETF share count unchanged in Q2 2026.
iShares Core S&P 500 ETF made up 0.01% of Beutel, Goodman & Co's portfolio in Q2 2026, its #105 holding.
Beutel, Goodman & Co first reported a position in iShares Core S&P 500 ETF in Q2 2025 and has held it in 5 quarters since.
4,101 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Beutel, Goodman & Co's 13F filing for Q2 2026, filed 12 Aug 2026.