Goodman Advisory Group’s iShares S&P 500 Growth ETF IVW Stock Holding History

Goodman Advisory Group’s Portfolio IVW Stock Details IVW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-1,258	Closed	-$142K	–	113
2026 Q1	$142K	Sell	1,258 -885	-41%	-$106K	0.04%	87
2025 Q4	$264K	Hold	2,143	–	–	0.07%	63
2025 Q3	$259K	Hold	2,143	–	–	0.06%	63
2025 Q2	$236K	Hold	2,143	–	–	0.08%	54
2025 Q1	$199K	Buy	+2,143	New	+$216K	0.06%	77
2024 Q4	–	Sell	-2,143	Closed	-$205K	–	111
2024 Q3	$205K	Hold	2,143	–	–	0.06%	83
2024 Q2	$198K	Hold	2,143	–	–	0.06%	86
2024 Q1	$181K	Hold	2,143	–	–	0.06%	74
2023 Q4	$161K	Hold	2,143	–	–	0.05%	72
2023 Q3	$147K	Hold	2,143	–	–	0.05%	76
2023 Q2	$151K	Sell	2,143 -779	-27%	-$51.5K	0.06%	66
2023 Q1	$187K	Hold	2,922	–	–	0.1%	49
2022 Q4	$171K	Sell	2,922 -854	-23%	-$51.3K	0.1%	49
2022 Q3	$218K	Sell	3,776 -2,133	-36%	-$139K	0.12%	46
2022 Q2	$357K	Sell	5,909 -267	-4%	-$17.7K	0.16%	36
2022 Q1	$472K	Sell	6,176 -860	-12%	-$64.6K	0.16%	51
2021 Q4	$589K	Buy	+7,036	New	+$567K	0.2%	50

Other funds holding IVW

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

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

Goodman Advisory Group sold out of iShares S&P 500 Growth ETF (IVW) in Q2 2026, closing a stake of 1,258 shares — an estimated $142K sold.

Goodman Advisory Group first reported a position in IVW in Q4 2021 and held it in 17 quarters. The position peaked at $589K in Q4 2021. 2,130 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

Goodman Advisory Group reported no remaining iShares S&P 500 Growth ETF position as of Q2 2026 after selling out during the quarter.
Goodman Advisory Group sold 1,258 iShares S&P 500 Growth ETF shares in Q2 2026, an estimated $142K.
Goodman Advisory Group first reported a position in iShares S&P 500 Growth ETF in Q4 2021 and held it in 17 quarters.
Goodman Advisory Group's iShares S&P 500 Growth ETF position peaked at $589K in Q4 2021.
2,130 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

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