Matthew Goff Investment Advisor’s iShares Core S&P 500 ETF IVV Stock Holding History

Matthew Goff Investment Advisor’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	$442K	Hold	590	–	–	0.07%	76
2026 Q1	$386K	Buy	590 +15	+3%	+$10.2K	0.06%	92
2025 Q4	$394K	Sell	575 -18	-3%	-$12.2K	0.07%	75
2025 Q3	$397K	Hold	593	–	–	0.07%	81
2025 Q2	$368K	Hold	593	–	–	0.07%	82
2025 Q1	$333K	Sell	593 -15	-2%	-$8.86K	0.06%	88
2024 Q4	$358K	Sell	608 -11	-2%	-$6.51K	0.07%	85
2024 Q3	$357K	Buy	619 +59	+11%	+$32.8K	0.07%	85
2024 Q2	$306K	Buy	560 +111	+25%	+$58.4K	0.06%	88
2024 Q1	$236K	Buy	+449	New	+$225K	0.05%	89

Other funds holding IVV

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

JIC

Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return

NFA

Nationwide Fund Advisors Columbus, Ohio $2.42B AUM 17.68% 1-Year Est. Return

Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return

Matthew Goff Investment Advisor's IVV Position: Q2 2026 in Review

Matthew Goff Investment Advisor held its iShares Core S&P 500 ETF (IVV) position steady in Q2 2026 at 590 shares worth $442K. The position accounts for 0.07% of the portfolio, ranked #76.

Matthew Goff Investment Advisor first reported a position in IVV in Q1 2024 and has held it in 10 quarters since. 2,050 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

Matthew Goff Investment Advisor held 590 shares of iShares Core S&P 500 ETF worth $442K as of Q2 2026.
Matthew Goff Investment Advisor left its iShares Core S&P 500 ETF share count unchanged in Q2 2026.
iShares Core S&P 500 ETF made up 0.07% of Matthew Goff Investment Advisor's portfolio in Q2 2026, its #76 holding.
Matthew Goff Investment Advisor first reported a position in iShares Core S&P 500 ETF in Q1 2024 and has held it in 10 quarters since.
2,050 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Matthew Goff Investment Advisor's 13F filing for Q2 2026, filed 8 Jul 2026.