Gould Asset Management’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
Q1 | $14.2M | Buy |
21,722
+18
| +0.1% | +$12.3K | 2.46% | 9 |
|
|
2025
Q4 | $14.9M | Sell |
21,704
-1,086
| -5% | -$737K | 2.63% | 9 |
|
|
2025
Q3 | $15.3M | Buy |
22,790
+155
| +0.7% | +$99.8K | 2.83% | 7 |
|
|
2025
Q2 | $14.1M | Sell |
22,635
-897
| -4% | -$515K | 2.75% | 8 |
|
|
2025
Q1 | $13.2M | Sell |
23,532
-380
| -2% | -$224K | 2.73% | 9 |
|
|
2024
Q4 | $14.1M | Sell |
23,912
-539
| -2% | -$319K | 2.96% | 6 |
|
|
2024
Q3 | $14.1M | Sell |
24,451
-275
| -1% | -$153K | 3.02% | 6 |
|
|
2024
Q2 | $13.5M | Sell |
24,726
-727
| -3% | -$382K | 3.12% | 5 |
|
|
2024
Q1 | $13.4M | Sell |
25,453
-749
| -3% | -$375K | 3.24% | 5 |
|
|
2023
Q4 | $12.5M | Sell |
26,202
-168
| -0.6% | -$75.2K | 3.23% | 6 |
|
|
2023
Q3 | $11.3M | Sell |
26,370
-1,417
| -5% | -$634K | 3.2% | 6 |
|
|
2023
Q2 | $12.4M | Sell |
27,787
-922
| -3% | -$389K | 3.46% | 5 |
|
|
2023
Q1 | $11.8M | Buy |
28,709
+877
| +3% | +$352K | 3.36% | 6 |
|
|
2022
Q4 | $10.7M | Sell |
27,832
-1,377
| -5% | -$531K | 3.22% | 6 |
|
|
2022
Q3 | $10.5M | Buy |
29,209
+555
| +2% | +$222K | 3.56% | 5 |
|
|
2022
Q2 | $10.9M | Sell |
28,654
-844
| -3% | -$347K | 3.5% | 6 |
|
|
2022
Q1 | $13.4M | Sell |
29,498
-240
| -0.8% | -$107K | 3.83% | 5 |
|
|
2021
Q4 | $14.2M | Buy |
29,738
+2,570
| +9% | +$1.18M | 3.98% | 5 |
|
|
2021
Q3 | $11.7M | Buy |
27,168
+866
| +3% | +$384K | 3.61% | 5 |
|
|
2021
Q2 | $11.3M | Sell |
26,302
-1,015
| -4% | -$425K | 3.22% | 5 |
|
|
2021
Q1 | $10.9M | Buy |
27,317
+353
| +1% | +$137K | 3.32% | 5 |
|
|
2020
Q4 | $10.1M | Buy |
26,964
+990
| +4% | +$352K | 3.08% | 6 |
|
|
2020
Q3 | $8.73M | Sell |
25,974
-1,556
| -6% | -$518K | 2.95% | 6 |
|
|
2020
Q2 | $8.53M | Sell |
27,530
-515
| -2% | -$151K | 2.99% | 7 |
|
|
2020
Q1 | $7.25M | Sell |
28,045
-3,465
| -11% | -$1.06M | 2.76% | 7 |
|
|
2019
Q4 | $10.2M | Buy |
31,510
+555
| +2% | +$172K | 3.38% | 4 |
|
|
2019
Q3 | $9.24M | Sell |
30,955
-2,395
| -7% | -$712K | 3.27% | 4 |
|
|
2019
Q2 | $9.83M | Buy |
33,350
+1,200
| +4% | +$348K | 3.55% | 4 |
|
|
2019
Q1 | $9.15M | Buy |
32,150
+730
| +2% | +$200K | 3.42% | 4 |
|
|
2018
Q4 | $7.91M | Sell |
31,420
-1,700
| -5% | -$462K | 3.29% | 4 |
|
|
2018
Q3 | $9.7M | Sell |
33,120
-2,160
| -6% | -$620K | 3.87% | 3 |
|
|
2018
Q2 | $9.63M | Buy |
35,280
+3,620
| +11% | +$985K | 4.16% | 3 |
|
|
2018
Q1 | $8.4M | Sell |
31,660
-7,755
| -20% | -$2.13M | 3.68% | 4 |
|
|
2017
Q4 | $10.6M | Buy |
39,415
+200
| +0.5% | +$52.4K | 4.6% | 2 |
|
|
2017
Q3 | $9.92M | Buy |
39,215
+1,055
| +3% | +$262K | 4.46% | 2 |
|
|
2017
Q2 | $9.29M | Sell |
38,160
-4,650
| -11% | -$1.12M | 4.48% | 2 |
|
|
2017
Q1 | $10.2M | Buy |
42,810
+1,119
| +3% | +$262K | 5.1% | 2 |
|
|
2016
Q4 | $9.38M | Buy |
41,691
+5,265
| +14% | +$1.16M | 4.81% | 2 |
|
|
2016
Q3 | $7.92M | Sell |
36,426
-7,490
| -17% | -$1.63M | 4.27% | 3 |
|
|
2016
Q2 | $9.24M | Buy |
43,916
+5,583
| +15% | +$1.16M | 4.95% | 2 |
|
|
2016
Q1 | $7.92M | Sell |
38,333
-297
| -0.8% | -$58.3K | 4.27% | 3 |
|
|
2015
Q4 | $7.91M | Buy |
38,630
+20,960
| +119% | +$4.33M | 4.24% | 3 |
|
|
2015
Q3 | $3.4M | Sell |
17,670
-8,225
| -32% | -$1.68M | 1.9% | 7 |
|
|
2015
Q2 | $5.37M | Sell |
25,895
-7,765
| -23% | -$1.64M | 2.72% | 4 |
|
|
2015
Q1 | $7M | Sell |
33,660
-1,140
| -3% | -$237K | 3.44% | 4 |
|
|
2014
Q4 | $7.2M | Sell |
34,800
-3,690
| -10% | -$747K | 3.54% | 4 |
|
|
2014
Q3 | $7.63M | Buy |
38,490
+8,480
| +28% | +$1.69M | 3.69% | 5 |
|
|
2014
Q2 | $5.91M | Buy |
30,010
+6,465
| +27% | +$1.24M | 2.85% | 6 |
|
|
2014
Q1 | $4.43M | Buy |
23,545
+13,410
| +132% | +$2.48M | 2.35% | 6 |
|
|
2013
Q4 | $1.88M | Buy |
10,135
+4,445
| +78% | +$791K | 1.1% | 11 |
|
|
2013
Q3 | $961K | Buy |
5,690
+1,575
| +38% | +$265K | 0.6% | 23 |
|
|
2013
Q2 | $662K | Buy |
+4,115
| New | +$666K | 0.41% | 30 |
|
Other funds holding IVV
Gould Asset Management's IVV Position: Q1 2026 in Review
Gould Asset Management increased its iShares Core S&P 500 ETF (IVV) stake by 0.08% in Q1 2026, buying an estimated $12.3K and bringing the position to 21,722 shares worth $14.2M. The position accounts for 2.46% of the portfolio, ranked #9.
Gould Asset Management first reported a position in IVV in Q2 2013 and has held it in 52 quarters since. The position peaked at $15.3M in Q3 2025. 3,975 funds tracked by Wall St. Rank hold IVV as of Q1 2026.
- Gould Asset Management held 21,722 shares of iShares Core S&P 500 ETF worth $14.2M as of Q1 2026.
- Gould Asset Management bought 18 iShares Core S&P 500 ETF shares in Q1 2026, an estimated $12.3K.
- iShares Core S&P 500 ETF made up 2.46% of Gould Asset Management's portfolio in Q1 2026, its #9 holding.
- Gould Asset Management first reported a position in iShares Core S&P 500 ETF in Q2 2013 and has held it in 52 quarters since.
- Gould Asset Management's iShares Core S&P 500 ETF position peaked at $15.3M in Q3 2025.
- 3,975 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q1 2026.
Based on Gould Asset Management's 13F filing for Q1 2026, filed 6 May 2026.