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 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 New York $5.72T AUM 30.48% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Elwood & Goetz Wealth Advisory Group's IVV Position: Q1 2026 in Review

Elwood & Goetz Wealth Advisory Group reduced its iShares Core S&P 500 ETF (IVV) stake by 2% in Q1 2026, selling an estimated $73.7K and leaving 5,315 shares worth $3.47M. The position accounts for 0.59% of the portfolio, ranked #23.

Elwood & Goetz Wealth Advisory Group first reported a position in IVV in Q4 2018 and has held it in 30 quarters since. The position peaked at $3.71M in Q4 2025. 3,975 funds tracked by Wall St. Rank hold IVV as of Q1 2026.

Elwood & Goetz Wealth Advisory Group held 5,315 shares of iShares Core S&P 500 ETF worth $3.47M as of Q1 2026.
Elwood & Goetz Wealth Advisory Group sold 108 iShares Core S&P 500 ETF shares in Q1 2026, an estimated $73.7K.
iShares Core S&P 500 ETF made up 0.59% of Elwood & Goetz Wealth Advisory Group's portfolio in Q1 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 30 quarters since.
Elwood & Goetz Wealth Advisory Group's iShares Core S&P 500 ETF position peaked at $3.71M in Q4 2025.
3,975 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q1 2026.

Based on Elwood & Goetz Wealth Advisory Group's 13F filing for Q1 2026, filed 1 May 2026.