Goldenstone Wealth Management’s iShares Core S&P 500 ETF IVV Stock Holding History
Bought
Maintained
Sold
Other funds holding IVV
CM
Goldenstone Wealth Management's IVV Position: Q2 2026 in Review
Goldenstone Wealth Management increased its iShares Core S&P 500 ETF (IVV) stake by 42% in Q2 2026, buying an estimated $602K and bringing the position to 2,795 shares worth $2.09M. The position accounts for 1.37% of the portfolio, ranked #20.
Goldenstone Wealth Management first reported a position in IVV in Q4 2025 and has held it in 3 quarters since. 4,089 funds tracked by Wall St. Rank hold IVV as of Q2 2026.
- Goldenstone Wealth Management held 2,795 shares of iShares Core S&P 500 ETF worth $2.09M as of Q2 2026.
- Goldenstone Wealth Management bought 827 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $602K.
- iShares Core S&P 500 ETF made up 1.37% of Goldenstone Wealth Management's portfolio in Q2 2026, its #20 holding.
- Goldenstone Wealth Management first reported a position in iShares Core S&P 500 ETF in Q4 2025 and has held it in 3 quarters since.
- 4,089 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.
Based on Goldenstone Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.