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Goepper Burkhardt’s iShares Core S&P 500 ETF IVV Stock Holding History

Goepper Burkhardt’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 		$20.1M Buy
26,800
+1,004
+4% +$731K 6.03% 4
2026
Q1 		$16.9M Buy
25,796
+2,153
+9% +$1.47M 5.63% 4
2025
Q4 		$16.2M Buy
23,643
+4,263
+22% +$2.89M 5.28% 4
2025
Q3 		$13M Buy
19,380
+3,817
+25% +$2.46M 4.42% 4
2025
Q2 		$9.66M Buy
15,563
+2,397
+18% +$1.38M 3.56% 9
2025
Q1 		$7.4M Buy
13,166
+3,520
+36% +$2.08M 2.96% 12
2024
Q4 		$5.68M Buy
9,646
+900
+10% +$533K 2.31% 14
2024
Q3 		$5.04M Buy
8,746
+635
+8% +$353K 2.08% 17
2024
Q2 		$4.44M Buy
8,111
+2,325
+40% +$1.22M 2.01% 16
2024
Q1 		$3.03M Buy
5,786
+3,445
+147% +$1.72M 1.41% 20
2023
Q4 		$1.18M Buy
2,341
+70
+3% +$31.3K 0.59% 24
2023
Q3 		$975K Hold
2,271
– – 0.6% 26
2023
Q2 		$1.01M Hold
2,271
– – 0.61% 25
2023
Q1 		$934K Hold
2,271
– – 0.61% 25
2022
Q4 		$873K Hold
2,271
– – 0.61% 26
2022
Q3 		$814K Sell
2,271
-100
-4% -$39.9K 0.61% 25
2022
Q2 		$899K Hold
2,371
– – 0.63% 23
2022
Q1 		$1.08M Sell
2,371
-30
-1% -$13.4K 0.65% 22
2021
Q4 		$1.15M Sell
2,401
-300
-11% -$138K 0.68% 21
2021
Q3 		$1.16M Hold
2,701
– – 0.74% 22
2021
Q2 		$1.16M Hold
2,701
– – 0.73% 22
2021
Q1 		$1.07M Sell
2,701
-300
-10% -$116K 0.73% 22
2020
Q4 		$1.13M Buy
+3,001
New +$1.07M 0.82% 19

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 22.96% 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

Goepper Burkhardt's IVV Position: Q2 2026 in Review

Goepper Burkhardt increased its iShares Core S&P 500 ETF (IVV) stake by 3.9% in Q2 2026, buying an estimated $731K and bringing the position to 26,800 shares worth $20.1M. The position accounts for 6.03% of the portfolio, ranked #4.

Goepper Burkhardt first reported a position in IVV in Q4 2020 and has held it in 23 quarters since. 4,085 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

  • Goepper Burkhardt held 26,800 shares of iShares Core S&P 500 ETF worth $20.1M as of Q2 2026.
  • Goepper Burkhardt bought 1,004 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $731K.
  • iShares Core S&P 500 ETF made up 6.03% of Goepper Burkhardt's portfolio in Q2 2026, its #4 holding.
  • Goepper Burkhardt first reported a position in iShares Core S&P 500 ETF in Q4 2020 and has held it in 23 quarters since.
  • 4,085 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Goepper Burkhardt's 13F filing for Q2 2026, filed 10 Aug 2026.