GoalFusion Wealth Management
IVV icon

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
Q3 		$64.1M Buy
83,672
+486
+0.6% +$371K 25.62% 1
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

Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
First Command Advisory Services
First Command Advisory Services Fort Worth, Texas $18.4B AUM 14.74% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
National Mutual Insurance Federation of Agricultural Cooperatives
National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.6B AUM 18.15% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return

GoalFusion Wealth Management's IVV Position: Q3 2026 in Review

GoalFusion Wealth Management increased its iShares Core S&P 500 ETF (IVV) stake by 0.58% in Q3 2026, buying an estimated $371K and bringing the position to 83,672 shares worth $64.1M. The position accounts for 25.62% of the portfolio, ranked #1.

GoalFusion Wealth Management first reported a position in IVV in Q4 2021 and has held it in 20 quarters since. 2,735 funds tracked by Wall St. Rank hold IVV as of Q3 2026.

  • GoalFusion Wealth Management held 83,672 shares of iShares Core S&P 500 ETF worth $64.1M as of Q3 2026.
  • GoalFusion Wealth Management bought 486 iShares Core S&P 500 ETF shares in Q3 2026, an estimated $371K.
  • iShares Core S&P 500 ETF made up 25.62% of GoalFusion Wealth Management's portfolio in Q3 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 20 quarters since.
  • 2,735 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q3 2026.

Based on GoalFusion Wealth Management's 13F filing for Q3 2026, filed 6 Oct 2026.