GFG
IVV icon

Goldstone Financial Group’s iShares Core S&P 500 ETF IVV Stock Holding History

Goldstone Financial Group’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 		$15.7M Sell
20,909
-767
-4% -$559K 1.43% 20
2026
Q1 		$14.2M Sell
21,676
-10,387
-32% -$7.09M 1.54% 16
2025
Q4 		$22M Sell
32,063
-538
-2% -$365K 2.45% 7
2025
Q3 		$21.8M Buy
32,601
+1,740
+6% +$1.12M 2.58% 7
2025
Q2 		$19.4M Buy
30,861
+291
+1% +$167K 2.56% 7
2025
Q1 		$17.2M Buy
30,570
+480
+2% +$283K 2.6% 6
2024
Q4 		$17.7M Buy
30,090
+6,435
+27% +$3.81M 2.78% 6
2024
Q3 		$13.6M Buy
23,655
+2,757
+13% +$1.53M 2.37% 7
2024
Q2 		$11.4M Buy
20,898
+3,394
+19% +$1.78M 2.29% 10
2024
Q1 		$9.2M Buy
17,504
+3,079
+21% +$1.54M 2.11% 12
2023
Q4 		$6.89M Buy
14,425
+2,254
+19% +$1.01M 1.78% 17
2023
Q3 		$5.23M Buy
12,171
+1,097
+10% +$491K 1.55% 18
2023
Q2 		$4.94M Buy
11,074
+2,693
+32% +$1.13M 1.45% 19
2023
Q1 		$3.45M Buy
+8,381
New +$3.36M 1.14% 22

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

Goldstone Financial Group's IVV Position: Q2 2026 in Review

Goldstone Financial Group reduced its iShares Core S&P 500 ETF (IVV) stake by 3.5% in Q2 2026, selling an estimated $559K and leaving 20,909 shares worth $15.7M. The position accounts for 1.43% of the portfolio, ranked #20.

Goldstone Financial Group first reported a position in IVV in Q1 2023 and has held it in 14 quarters since. The position peaked at $22M in Q4 2025. 4,094 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

  • Goldstone Financial Group held 20,909 shares of iShares Core S&P 500 ETF worth $15.7M as of Q2 2026.
  • Goldstone Financial Group sold 767 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $559K.
  • iShares Core S&P 500 ETF made up 1.43% of Goldstone Financial Group's portfolio in Q2 2026, its #20 holding.
  • Goldstone Financial Group first reported a position in iShares Core S&P 500 ETF in Q1 2023 and has held it in 14 quarters since.
  • Goldstone Financial Group's iShares Core S&P 500 ETF position peaked at $22M in Q4 2025.
  • 4,094 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Goldstone Financial Group's 13F filing for Q2 2026, filed 11 Aug 2026.