GoalFusion Wealth Management’s iShares Core S&P 500 ETF IVV Stock Holding History

GoalFusion Wealth Management’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	$62.3M	Buy	83,186 +909	+1%	+$662K	25.15%	1
2026 Q1	$53.7M	Buy	82,277 +2,253	+3%	+$1.54M	24.38%	1
2025 Q4	$54.8M	Buy	80,024 +534	+0.7%	+$363K	25.35%	1
2025 Q3	$53.2M	Buy	79,490 +154	+0.2%	+$99.2K	25.4%	1
2025 Q2	$49.3M	Sell	79,336 -671	-0.8%	-$385K	25.31%	1
2025 Q1	$45M	Buy	80,007 +1,118	+1%	+$660K	24.6%	2
2024 Q4	$46.4M	Buy	78,889 +862	+1%	+$510K	25.31%	1
2024 Q3	$45M	Buy	78,027 +4,209	+6%	+$2.34M	24.93%	1
2024 Q2	$40.4M	Sell	73,818 -463	-0.6%	-$243K	25.1%	1
2024 Q1	$39.1M	Sell	74,281 -2,267	-3%	-$1.13M	24.87%	1
2023 Q4	$36.6M	Sell	76,548 -245	-0.3%	-$110K	24.92%	1
2023 Q3	$33M	Buy	76,793 +195	+0.3%	+$87.2K	24.51%	1
2023 Q2	$34.1M	Buy	76,598 +106	+0.1%	+$44.7K	25.15%	1
2023 Q1	$31.4M	Buy	76,492 +748	+1%	+$300K	24.7%	1
2022 Q4	$30.9M	Buy	75,744 +4,510	+6%	+$1.74M	24.93%	1
2022 Q3	$25.5M	Buy	71,234 +2,882	+4%	+$1.15M	24.16%	1
2022 Q2	$25.9M	Buy	68,352 +4,202	+7%	+$1.73M	24.29%	1
2022 Q1	$29.1M	Buy	64,150 +164	+0.3%	+$73.3K	25.06%	1
2021 Q4	$25.5M	Buy	+63,986	New	+$29.5M	25.03%	2

Other funds holding IVV

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Constellation Investments Montgomery, Ohio $3.18B AUM 15.57% 1-Year Est. Return

SAM

Simplify Asset Management Las Vegas, Nevada $7.19B AUM 6.88% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return

MMI

Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return

OWM

Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return

LWMT

Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return

GoalFusion Wealth Management's IVV Position: Q2 2026 in Review

GoalFusion Wealth Management increased its iShares Core S&P 500 ETF (IVV) stake by 1.1% in Q2 2026, buying an estimated $662K and bringing the position to 83,186 shares worth $62.3M. The position accounts for 25.15% of the portfolio, ranked #1.

GoalFusion Wealth Management first reported a position in IVV in Q4 2021 and has held it in 19 quarters since. 951 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

GoalFusion Wealth Management held 83,186 shares of iShares Core S&P 500 ETF worth $62.3M as of Q2 2026.
GoalFusion Wealth Management bought 909 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $662K.
iShares Core S&P 500 ETF made up 25.15% of GoalFusion Wealth Management's portfolio in Q2 2026, its #1 holding.
GoalFusion Wealth Management first reported a position in iShares Core S&P 500 ETF in Q4 2021 and has held it in 19 quarters since.
951 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on GoalFusion Wealth Management's 13F filing for Q2 2026, filed 10 Jul 2026.