Goodwin Investment Advisory / IVV
Goodwin Investment Advisory’s Ishares Tr Position
Does Goodwin Investment Advisory own Ishares Tr (IVV)? Yes — 2.8K shares worth $2M (+2.20% of its 13F portfolio) as of Q1 2026.
Position Value
$2M
Q1 2026
Shares
2.8K
% of Portfolio
+2.20%
Quarters Held
22
currently held
Position History IVV
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q1 2026 | 2.8K | $2M | +2.20% |
| Q4 2025 | 2.8K | $2M | +2.12% |
| Q3 2025 | 3.0K | $2M | +2.12% |
| Q2 2025 | 4.4K | $3M | +3.15% |
| Q1 2025 | 4.4K | $2M | +3.87% |
| Q4 2024 | 4.7K | $3M | +1.45% |
| Q3 2024 | 4.7K | $3M | +1.18% |
| Q2 2024 | 4.7K | $3M | +1.19% |
| Q1 2024 | 4.7K | $2M | +1.17% |
| Q4 2023 | 5.3K | $3M | +1.33% |
| Q3 2023 | 7.2K | $3M | +1.84% |
| Q2 2023 | 8.8K | $4M | +2.28% |
| Q1 2023 | 8.7K | $4M | +2.34% |
| Q4 2022 | 9.1K | $3M | +2.48% |
| Q3 2022 | 8.7K | $3M | +2.37% |
| Q2 2022 | 10.0K | $4M | +2.91% |
| Q1 2022 | 9.5K | $4M | +2.97% |
| Q4 2021 | 10.6K | $5M | +3.77% |
| Q3 2021 | 10.2K | $4M | +4.25% |
| Q2 2021 | 8.7K | $4M | +4.05% |
| Q1 2021 | 9.1K | $4M | +4.24% |
| Q4 2020 | 9.3K | $4M | +4.28% |
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Goodwin Investment Advisory’s full portfolio or all institutional holders of IVV.