Skip to content
Disclosery

Goodwin Investment Advisory: IVV position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Goodwin Investment Advisory on IVV, newest first. How the timeline and the estimate are built.

Goodwin Investment Advisory held 2,597 IVV shares at 2026-06-30 per its 13F-HR filed 2026-08-19.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 2,597 shares
    Change vs previous 13F -228 shares

    3.92% of the 13F portfolio, value $1,946,173.

    13F-HR 0001420506-26-001870 filed by Goodwin Investment Advisory
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 2,825 shares
    Change vs previous 13F 0 shares

    2.2% of the 13F portfolio, value $1,845,151.

    13F-HR 0001420506-26-000952 filed by Goodwin Investment Advisory
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 2,825 shares
    Change vs previous 13F -133 shares

    2.12% of the 13F portfolio, value $1,934,780.

    13F-HR 0001420506-26-000229 filed by Goodwin Investment Advisory
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 2,958 shares
    Change vs previous 13F -1,433 shares

    2.12% of the 13F portfolio, value $1,979,873.

    13F-HR 0001420506-25-002989 filed by Goodwin Investment Advisory
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 4,391 shares
    Change vs previous 13F -44 shares

    3.15% of the 13F portfolio, value $2,726,450.

    13F-HR 0001420506-25-001985 filed by Goodwin Investment Advisory
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 4,435 shares
    Change vs previous 13F -255 shares

    3.87% of the 13F portfolio, value $2,492,097.

    13F-HR 0001420506-25-000882 filed by Goodwin Investment Advisory
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 4,690 shares
    Change vs previous 13F -47 shares

    1.45% of the 13F portfolio, value $2,760,994.

    13F-HR 0001986152-25-000021 filed by Goodwin Investment Advisory
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 4,737 shares
    Change vs previous 13F not available

    1.18% of the 13F portfolio, value $2,732,138.

    13F-HR 0001986152-24-000056 filed by Goodwin Investment Advisory
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).