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Elwood & Goetz Wealth Advisory Group’s iShares Core S&P 500 ETF IVV Stock Holding History

Elwood & Goetz Wealth Advisory Group’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 		$4.11M Buy
5,486
+171
+3% +$125K 0.61% 23
2026
Q1 		$3.47M Sell
5,315
-108
-2% -$73.7K 0.59% 23
2025
Q4 		$3.71M Sell
5,423
-77
-1% -$52.3K 0.65% 22
2025
Q3 		$3.68M Buy
5,500
+919
+20% +$592K 0.71% 20
2025
Q2 		$2.84M Buy
4,581
+2,437
+114% +$1.4M 0.61% 21
2025
Q1 		$1.2M Sell
2,144
-103
-5% -$60.8K 0.29% 28
2024
Q4 		$1.32M Sell
2,247
-206
-8% -$122K 0.32% 28
2024
Q3 		$1.42M Sell
2,453
-18
-0.7% -$10K 0.35% 25
2024
Q2 		$1.35M Sell
2,471
-22
-0.9% -$11.6K 0.38% 24
2024
Q1 		$1.31M Sell
2,493
-629
-20% -$315K 0.32% 34
2023
Q4 		$1.49M Sell
3,122
-544
-15% -$243K 0.32% 32
2023
Q3 		$1.57M Buy
3,666
+141
+4% +$63.1K 0.37% 32
2023
Q2 		$1.57M Buy
3,525
+374
+12% +$158K 0.36% 29
2023
Q1 		$1.3M Buy
3,151
+1,034
+49% +$415K 0.31% 31
2022
Q4 		$813K Sell
2,117
-25
-1% -$9.65K 0.25% 33
2022
Q3 		$768K Buy
2,142
+195
+10% +$77.9K 0.26% 32
2022
Q2 		$738K Sell
1,947
-84
-4% -$34.6K 0.25% 32
2022
Q1 		$922K Buy
2,031
+7
+0.3% +$3.13K 0.29% 26
2021
Q4 		$966K Sell
2,024
-95
-4% -$43.8K 0.3% 24
2021
Q3 		$913K Sell
2,119
-1
-0% -$443 0.32% 23
2021
Q2 		$912K Buy
2,120
+36
+2% +$15.1K 0.34% 21
2021
Q1 		$829K Sell
2,084
-10
-0.5% -$3.87K 0.34% 20
2020
Q4 		$786K Buy
2,094
+36
+2% +$12.8K 0.36% 19
2020
Q3 		$692K Buy
2,058
+240
+13% +$79.9K 0.37% 20
2020
Q2 		$563K Buy
1,818
+49
+3% +$14.4K 0.34% 19
2020
Q1 		$457K Sell
1,769
-1,373
-44% -$421K 0.34% 15
2019
Q4 		$1.02M Sell
3,142
-29
-0.9% -$8.97K 0.73% 15
2019
Q3 		$947K Buy
3,171
+1,512
+91% +$449K 0.75% 15
2019
Q2 		$489K Buy
1,659
+68
+4% +$19.7K 0.42% 19
2019
Q1 		$453K Sell
1,591
-76
-5% -$20.8K 0.42% 19
2018
Q4 		$419K Buy
+1,667
New +$453K 0.44% 20

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 22.96% 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

Elwood & Goetz Wealth Advisory Group's IVV Position: Q2 2026 in Review

Elwood & Goetz Wealth Advisory Group increased its iShares Core S&P 500 ETF (IVV) stake by 3.2% in Q2 2026, buying an estimated $125K and bringing the position to 5,486 shares worth $4.11M. The position accounts for 0.61% of the portfolio, ranked #23.

Elwood & Goetz Wealth Advisory Group first reported a position in IVV in Q4 2018 and has held it in 31 quarters since. 4,102 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

  • Elwood & Goetz Wealth Advisory Group held 5,486 shares of iShares Core S&P 500 ETF worth $4.11M as of Q2 2026.
  • Elwood & Goetz Wealth Advisory Group bought 171 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $125K.
  • iShares Core S&P 500 ETF made up 0.61% of Elwood & Goetz Wealth Advisory Group's portfolio in Q2 2026, its #23 holding.
  • Elwood & Goetz Wealth Advisory Group first reported a position in iShares Core S&P 500 ETF in Q4 2018 and has held it in 31 quarters since.
  • 4,102 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Elwood & Goetz Wealth Advisory Group's 13F filing for Q2 2026, filed 13 Aug 2026.