Goodwin Investment Advisory’s iShares Core S&P 500 ETF IVV Stock Holding History

Goodwin Investment Advisory’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	$1.95M	Sell	2,597 -228	-8%	-$166K	3.92%	6
2026 Q1	$1.85M	Hold	2,825	–	–	2.2%	6
2025 Q4	$1.93M	Sell	2,825 -133	-4%	-$90.3K	2.12%	7
2025 Q3	$1.98M	Sell	2,958 -1,433	-33%	-$923K	2.12%	6
2025 Q2	$2.73M	Sell	4,391 -44	-1%	-$25.3K	3.15%	6
2025 Q1	$2.49M	Sell	4,435 -255	-5%	-$151K	3.87%	6
2024 Q4	$2.76M	Sell	4,690 -47	-1%	-$27.8K	1.45%	11
2024 Q3	$2.73M	Hold	4,737	–	–	1.18%	10
2024 Q2	$2.59M	Buy	4,737 +6	+0.1%	+$3.15K	1.19%	11
2024 Q1	$2.49M	Sell	4,731 -613	-11%	-$307K	1.17%	11
2023 Q4	$2.55M	Sell	5,344 -1,899	-26%	-$850K	1.33%	11
2023 Q3	$3.11M	Sell	7,243 -1,510	-17%	-$675K	1.84%	8
2023 Q2	$3.9M	Buy	8,753 +26	+0.3%	+$11K	2.28%	7
2023 Q1	$3.59M	Sell	8,727 -372	-4%	-$149K	2.34%	6
2022 Q4	$3.5M	Buy	9,099 +366	+4%	+$141K	2.48%	7
2022 Q3	$3.13M	Sell	8,733 -1,219	-12%	-$487K	2.37%	9
2022 Q2	$3.77M	Buy	9,952 +411	+4%	+$169K	2.91%	6
2022 Q1	$4.34M	Sell	9,541 -1,029	-10%	-$460K	2.97%	7
2021 Q4	$5.04M	Buy	10,570 +406	+4%	+$187K	3.77%	6
2021 Q3	$4.38M	Buy	10,164 +1,510	+17%	+$669K	4.25%	4
2021 Q2	$3.72M	Sell	8,654 -422	-5%	-$177K	4.05%	5
2021 Q1	$3.61M	Sell	9,076 -249	-3%	-$96.4K	4.24%	5
2020 Q4	$3.5M	Buy	+9,325	New	+$3.32M	4.28%	6

Other funds holding IVV

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

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

Creative Planning Overland Park, Kansas $171B AUM 24.68% 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

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

Capula Management Grand Cayman, Cayman Islands $28B AUM 22.67% 1-Year Est. Return

Goodwin Investment Advisory's IVV Position: Q2 2026 in Review

Goodwin Investment Advisory reduced its iShares Core S&P 500 ETF (IVV) stake by 8.1% in Q2 2026, selling an estimated $166K and leaving 2,597 shares worth $1.95M. The position accounts for 3.92% of the portfolio, ranked #6.

Goodwin Investment Advisory first reported a position in IVV in Q4 2020 and has held it in 23 quarters since. The position peaked at $5.04M in Q4 2021. 4,112 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

Goodwin Investment Advisory held 2,597 shares of iShares Core S&P 500 ETF worth $1.95M as of Q2 2026.
Goodwin Investment Advisory sold 228 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $166K.
iShares Core S&P 500 ETF made up 3.92% of Goodwin Investment Advisory's portfolio in Q2 2026, its #6 holding.
Goodwin Investment Advisory first reported a position in iShares Core S&P 500 ETF in Q4 2020 and has held it in 23 quarters since.
Goodwin Investment Advisory's iShares Core S&P 500 ETF position peaked at $5.04M in Q4 2021.
4,112 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Goodwin Investment Advisory's 13F filing for Q2 2026, filed 19 Aug 2026.