GoalVest Advisory’s iShares Core S&P 500 ETF IVV Stock Holding History

GoalVest Advisory’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	$605K	Buy	790 +149	+23%	+$114K	0.1%	86
2026 Q2	$480K	Buy	641 +6	+0.9%	+$4.37K	0.09%	86
2026 Q1	$415K	Sell	635 -91	-13%	-$62.1K	0.08%	107
2025 Q4	$497K	Buy	726 +323	+80%	+$219K	0.1%	103
2025 Q3	$270K	Buy	403 +51	+14%	+$32.8K	0.06%	116
2025 Q2	$219K	Sell	352 -415	-54%	-$238K	0.05%	122
2025 Q1	$431K	Buy	767 +2	+0.3%	+$1.18K	0.12%	88
2024 Q4	$450K	Buy	765 +167	+28%	+$98.8K	0.12%	91
2024 Q3	$345K	Hold	598	–	–	0.1%	89
2024 Q2	$327K	Sell	598 -7	-1%	-$3.68K	0.1%	85
2024 Q1	$318K	Sell	605 -63	-9%	-$31.5K	0.11%	87
2023 Q4	$319K	Sell	668 -660	-50%	-$295K	0.14%	56
2023 Q3	$570K	Buy	1,328 +367	+38%	+$164K	0.29%	57
2023 Q2	$428K	Buy	961 +53	+6%	+$22.3K	0.22%	64
2023 Q1	$373K	Buy	908 +345	+61%	+$138K	0.22%	56
2022 Q4	$216K	Hold	563	–	–	0.14%	70
2022 Q3	$202K	Sell	563 -2,685	-83%	-$1.07M	0.14%	74
2022 Q2	$1.25M	Sell	3,248 -551	-15%	-$227K	0.79%	36
2022 Q1	$1.72M	Buy	+3,799	New	+$1.7M	0.97%	30
2021 Q2	$567K	Buy	1,318 +131	+11%	+$54.9K	0.35%	79
2021 Q1	$472K	Sell	1,187 -887	-43%	-$343K	0.35%	88
2020 Q4	$779K	Buy	+2,074	New	+$738K	0.66%	50

Other funds holding IVV

Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Barings Charlotte, North Carolina $5.84B AUM 11.61% 1-Year Est. Return

Japan Science & Technology Agency Tokyo, Japan $5.51B AUM 3.11% 1-Year Est. Return

Alaska Permanent Fund Juneau, Alaska $1.27B AUM 16.38% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return

Aspiriant LLC Los Angeles, California $4.08B AUM 12.02% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Matson Money Inc Mason, Ohio $3.57B AUM 10.63% 1-Year Est. Return

GoalVest Advisory's IVV Position: Q3 2026 in Review

GoalVest Advisory increased its iShares Core S&P 500 ETF (IVV) stake by 23% in Q3 2026, buying an estimated $114K and bringing the position to 790 shares worth $605K. The position accounts for 0.1% of the portfolio, ranked #86.

GoalVest Advisory first reported a position in IVV in Q4 2020 and has held it in 22 quarters since. The position peaked at $1.72M in Q1 2022. 1,532 funds tracked by Wall St. Rank hold IVV as of Q3 2026.

GoalVest Advisory held 790 shares of iShares Core S&P 500 ETF worth $605K as of Q3 2026.
GoalVest Advisory bought 149 iShares Core S&P 500 ETF shares in Q3 2026, an estimated $114K.
iShares Core S&P 500 ETF made up 0.1% of GoalVest Advisory's portfolio in Q3 2026, its #86 holding.
GoalVest Advisory first reported a position in iShares Core S&P 500 ETF in Q4 2020 and has held it in 22 quarters since.
GoalVest Advisory's iShares Core S&P 500 ETF position peaked at $1.72M in Q1 2022.
1,532 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q3 2026.

Based on GoalVest Advisory's 13F filing for Q3 2026, filed 2 Oct 2026.