GGI
IVV icon

Godsey & Gibb Inc’s iShares Core S&P 500 ETF IVV Stock Holding History

Godsey & Gibb Inc’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 		$109K Hold
145
– – 0.01% 139
2026
Q1 		$94.7K Buy
145
+14
+11% +$9.56K 0.01% 140
2025
Q4 		$89.7K Sell
131
-42
-24% -$28.5K 0.01% 148
2025
Q3 		$116K Buy
173
+51
+42% +$32.8K 0.01% 133
2025
Q2 		$75.8K Buy
122
+12
+11% +$6.89K 0.01% 144
2025
Q1 		$61.8K Hold
110
– – 0.01% 156
2024
Q4 		$64.8K Hold
110
– – 0.01% 158
2024
Q3 		$63.5K Hold
110
– – 0.01% 158
2024
Q2 		$60.2K Hold
110
– – 0.01% 174
2024
Q1 		$57.8K Hold
110
– – 0.01% 153
2023
Q4 		$52.5K Hold
110
– – 0.01% 157
2023
Q3 		$47.2K Hold
110
– – 0.01% 162
2023
Q2 		$49K Buy
+110
New +$46.4K 0.01% 169
2019
Q1 		– Sell
-1,484
Closed -$373K – 89
2018
Q4 		$373K Sell
1,484
-258
-15% -$70.1K 0.07% 56
2018
Q3 		$510K Buy
1,742
+158
+10% +$45.3K 0.08% 52
2018
Q2 		$432K Buy
+1,584
New +$431K 0.07% 54

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 22.9% 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

Godsey & Gibb Inc's IVV Position: Q2 2026 in Review

Godsey & Gibb Inc held its iShares Core S&P 500 ETF (IVV) position steady in Q2 2026 at 145 shares worth $109K. The position accounts for 0.01% of the portfolio, ranked #139.

Godsey & Gibb Inc first reported a position in IVV in Q2 2018 and has held it in 16 quarters since. The position peaked at $510K in Q3 2018. 4,123 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

  • Godsey & Gibb Inc held 145 shares of iShares Core S&P 500 ETF worth $109K as of Q2 2026.
  • Godsey & Gibb Inc left its iShares Core S&P 500 ETF share count unchanged in Q2 2026.
  • iShares Core S&P 500 ETF made up 0.01% of Godsey & Gibb Inc's portfolio in Q2 2026, its #139 holding.
  • Godsey & Gibb Inc first reported a position in iShares Core S&P 500 ETF in Q2 2018 and has held it in 16 quarters since.
  • Godsey & Gibb Inc's iShares Core S&P 500 ETF position peaked at $510K in Q3 2018.
  • 4,123 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Godsey & Gibb Inc's 13F filing for Q2 2026, filed 13 Jul 2026.