IVV — ISHARES TR S&P 500 INDEX

Ownership history in GOULD ASSET MANAGEMENT LLC /CA/  ·  59 quarters on record

AI Ownership Summary

GOULD ASSET MANAGEMENT LLC /CA/ reported ISHARES TR S&P 500 INDEX (IVV) in 59 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 3.24% in 2024 Q1. The latest visible filing shows IVV at 2.63% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this IVV ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was GOULD ASSET MANAGEMENT LLC /CA/'s position in ISHARES TR S&P 500 INDEX, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

IVV was reported at 2.63% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
3.24% in 2024 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

IVV stock page GOULD ASSET MANAGEMENT LLC /CA/ fund profile GOULD ASSET MANAGEMENT LLC /CA/ full holdings
How GOULD ASSET MANAGEMENT LLC /CA/ held IVV — position size vs. price
% of Fund (quarterly)    IVV price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 9 quarters  ▾
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 21,704 -1,086 -4.8% 2.63% $14.9M 2026-02-14 (Est.) $682.94
2025 Q3 ADDED 22,790 +155 +0.7% 2.83% $15.3M 2025-10-28 $686.08
2025 Q2 REDUCED 22,635 -897 -3.8% 2.75% $14.1M 2025-08-05 $625.34
2025 Q1 REDUCED 23,532 -380 -1.6% 2.73% $13.2M 2025-05-01 $554.24
2024 Q4 REDUCED 23,912 -539 -2.2% 2.96% $14.1M 2025-02-07 $594.56
2024 Q3 REDUCED 24,451 -275 -1.1% 3.02% $14.1M 2024-11-12 $588.50
2024 Q2 REDUCED 24,726 -727 -2.9% 3.12% $13.5M 2024-08-05 $508.45
2024 Q1 REDUCED 25,453 -749 -2.9% 3.24% $13.4M 2024-05-03 $500.75
2023 Q4 REDUCED 26,202 -168 -0.6% 3.23% $12.5M 2024-02-02 $482.52
50 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding IVV

As of 2026 Q1 — sorted by position size

CenturyLink Investment Management Co 3Y 7Y 100.0% MKD WEALTH COACHES, LLC 3Y 7Y 54.6% Leverty Financial Group, LLC 3Y 37.23% HOME FEDERAL BANK OF TENNESSEE 3Y 7Y 36.07% P/E Global LLC 3Y 35.48% FIRST HAWAIIAN BANK 3Y 7Y 33.2% COREPATH WEALTH PARTNERS LLC 3Y 29.93% Single Point Partners, LLC 3Y 29.12% HICKS CAPITAL MANAGEMENT LLC 29.0% Holland Advisory Services, Inc. 3Y 28.8%

FAQ About GOULD ASSET MANAGEMENT LLC /CA/ and IVV

These are the practical questions this page is built to answer before you even open the full history table.

How long has GOULD ASSET MANAGEMENT LLC /CA/ reported owning IVV?

GOULD ASSET MANAGEMENT LLC /CA/ reported IVV across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported IVV position in GOULD ASSET MANAGEMENT LLC /CA/'s portfolio?

The largest reported portfolio weight for IVV was 3.24% in 2024 Q1.

What is the latest reported IVV position on this page?

The most recent filing on this page is 2025 Q4, when GOULD ASSET MANAGEMENT LLC /CA/ reported 21,704 shares, equal to 2.63% of portfolio, with an estimated market value of $14.9M.

What does the chart on this IVV ownership page compare?

The chart compares GOULD ASSET MANAGEMENT LLC /CA/'s quarterly IVV portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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