Goodman Advisory Group’s iShares Core S&P 500 ETF IVV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$215K Buy
+287
New +$209K 0.05% 66
2025
Q2
Sell
-7
Closed -$3.93K 172
2025
Q1
$3.93K Buy
+7
New +$4.13K ﹤0.01% 161
2024
Q4
Sell
-7
Closed -$4.04K 110
2024
Q3
$4.04K Buy
+7
New +$3.89K ﹤0.01% 177

Other funds holding IVV

Goodman Advisory Group's IVV Position: Q2 2026 in Review

Goodman Advisory Group opened a new position in iShares Core S&P 500 ETF (IVV) in Q2 2026: 287 shares worth $215K. The stake represents 0.05% of the portfolio and ranks #66 among its holdings. This is a return to the name: Goodman Advisory Group previously reported a position in IVV as recently as Q1 2025.

Goodman Advisory Group first reported a position in IVV in Q3 2024 and has held it in 3 quarters since. 4,102 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

  • Goodman Advisory Group held 287 shares of iShares Core S&P 500 ETF worth $215K as of Q2 2026.
  • iShares Core S&P 500 ETF was a new Goodman Advisory Group position in Q2 2026.
  • iShares Core S&P 500 ETF made up 0.05% of Goodman Advisory Group's portfolio in Q2 2026, its #66 holding.
  • Goodman Advisory Group first reported a position in iShares Core S&P 500 ETF in Q3 2024 and has held it in 3 quarters since.
  • 4,102 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Goodman Advisory Group's 13F filing for Q2 2026, filed 12 Aug 2026.