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Goldstein Advisors’s iShares Core S&P 500 ETF IVV Stock Holding History

Goldstein Advisors’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 		$2.78M Buy
3,707
+40
+1% +$29.1K 0.25% 43
2026
Q1 		$2.4M Buy
3,667
+170
+5% +$116K 0.27% 42
2025
Q4 		$2.4M Sell
3,497
-104
-3% -$70.6K 0.27% 41
2025
Q3 		$2.41M Buy
3,601
+199
+6% +$128K 0.29% 38
2025
Q2 		$2.11M Buy
3,402
+202
+6% +$116K 0.28% 38
2025
Q1 		$1.8M Buy
3,200
+51
+2% +$30.1K 0.26% 39
2024
Q4 		$1.85M Sell
3,149
-23
-0.7% -$13.6K 0.27% 38
2024
Q3 		$1.83M Sell
3,172
-177
-5% -$98.4K 0.28% 33
2024
Q2 		$1.83M Buy
3,349
+884
+36% +$465K 0.31% 34
2024
Q1 		$1.3M Buy
2,465
+32
+1% +$16K 0.22% 41
2023
Q4 		$1.16M Sell
2,433
-35
-1% -$15.7K 0.2% 68
2023
Q3 		$1.06M Buy
2,468
+3
+0.1% +$1.34K 0.22% 43
2023
Q2 		$1.1M Sell
2,465
-133
-5% -$56K 0.23% 46
2023
Q1 		$1.07M Sell
2,598
-423
-14% -$170K 0.23% 48
2022
Q4 		$1.16M Buy
+3,021
New +$1.17M 0.28% 42

Other funds holding IVV

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
AG
AIA Group Hong Kong $7.95B AUM 28.94% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return
NFA
Nationwide Fund Advisors Columbus, Ohio $2.42B AUM 17.68% 1-Year Est. Return

Goldstein Advisors's IVV Position: Q2 2026 in Review

Goldstein Advisors increased its iShares Core S&P 500 ETF (IVV) stake by 1.1% in Q2 2026, buying an estimated $29.1K and bringing the position to 3,707 shares worth $2.78M. The position accounts for 0.25% of the portfolio, ranked #43.

Goldstein Advisors first reported a position in IVV in Q4 2022 and has held it in 15 quarters since. 2,171 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

  • Goldstein Advisors held 3,707 shares of iShares Core S&P 500 ETF worth $2.78M as of Q2 2026.
  • Goldstein Advisors bought 40 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $29.1K.
  • iShares Core S&P 500 ETF made up 0.25% of Goldstein Advisors's portfolio in Q2 2026, its #43 holding.
  • Goldstein Advisors first reported a position in iShares Core S&P 500 ETF in Q4 2022 and has held it in 15 quarters since.
  • 2,171 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Goldstein Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.