GS Investments’s iShares Core S&P 500 ETF IVV Stock Holding History

GS Investments’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 Q1	$28.7K	Hold	44	–	–	0.02%	89
2025 Q4	$30.1K	Buy	44 +20	+83%	+$13.6K	0.02%	85
2025 Q3	$16.1K	Hold	24	–	–	0.01%	92
2025 Q2	$14.9K	Hold	24	–	–	0.01%	92
2025 Q1	$13.5K	Sell	24 -9	-27%	-$5.32K	0.01%	95
2024 Q4	$19.6K	Hold	33	–	–	0.01%	92
2024 Q3	$19.2K	Hold	33	–	–	0.01%	92
2024 Q2	$18.2K	Hold	33	–	–	0.01%	91
2024 Q1	$17.5K	Buy	33 +12	+57%	+$6K	0.01%	99
2023 Q4	$10.2K	Buy	21 +12	+133%	+$5.37K	0.01%	101
2023 Q3	$3.99K	Hold	9	–	–	﹤0.01%	118
2023 Q2	$4.14K	Hold	9	–	–	﹤0.01%	119
2023 Q1	$3.82K	Hold	9	–	–	﹤0.01%	130
2022 Q4	$3.57K	Hold	9	–	–	﹤0.01%	132
2022 Q3	$3K	Hold	9	–	–	﹤0.01%	133
2022 Q2	$4K	Hold	9	–	–	﹤0.01%	133
2022 Q1	$4K	Hold	9	–	–	﹤0.01%	135
2021 Q4	$4K	Hold	9	–	–	﹤0.01%	132
2021 Q3	$4K	Buy	+9	New	+$3.99K	﹤0.01%	131
2021 Q1	–	Sell	-9	Closed	-$3K	–	94
2020 Q4	$3K	Buy	+9	New	+$3.2K	﹤0.01%	122

Other funds holding IVV

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

GS Investments's IVV Position: Q1 2026 in Review

GS Investments held its iShares Core S&P 500 ETF (IVV) position steady in Q1 2026 at 44 shares worth $28.7K. The position accounts for 0.02% of the portfolio, ranked #89.

GS Investments first reported a position in IVV in Q4 2020 and has held it in 20 quarters since. The position peaked at $30.1K in Q4 2025. 3,979 funds tracked by Wall St. Rank hold IVV as of Q1 2026.

GS Investments held 44 shares of iShares Core S&P 500 ETF worth $28.7K as of Q1 2026.
GS Investments left its iShares Core S&P 500 ETF share count unchanged in Q1 2026.
iShares Core S&P 500 ETF made up 0.02% of GS Investments's portfolio in Q1 2026, its #89 holding.
GS Investments first reported a position in iShares Core S&P 500 ETF in Q4 2020 and has held it in 20 quarters since.
GS Investments's iShares Core S&P 500 ETF position peaked at $30.1K in Q4 2025.
3,979 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q1 2026.

Based on GS Investments's 13F filing for Q1 2026, filed 6 May 2026.