Mach-1 Financial Group’s iShares Core S&P 500 ETF IVV Stock Holding History

Mach-1 Financial Group’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	–	Sell	-376	Closed	-$258K	–	229
2025 Q4	$258K	Sell	376 -14,093	-97%	-$9.57M	0.05%	236
2025 Q3	$9.68M	Buy	14,469 +14,111	+3,942%	+$9.09M	1.55%	15
2025 Q2	$222K	Buy	+358	New	+$206K	0.07%	213
2024 Q4	–	Sell	-421	Closed	-$243K	–	70
2024 Q3	$243K	Buy	+421	New	+$234K	0.15%	70
2023 Q2	–	Sell	-256	Closed	-$71.2K	–	269
2023 Q1	$71.2K	Buy	+256	New	+$103K	0.45%	55
2022 Q4	–	Sell	-256	Closed	-$91K	–	303
2022 Q3	$91K	Sell	256 -231	-47%	-$92.2K	0.1%	79
2022 Q2	$184K	Buy	487 +454	+1,376%	+$187K	0.12%	46
2022 Q1	$14K	Hold	33	–	–	0.01%	109
2021 Q4	$15K	Buy	+33	New	+$15.2K	0.01%	99

Other funds holding IVV

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Mach-1 Financial Group's IVV Position: Q1 2026 in Review

Mach-1 Financial Group sold out of iShares Core S&P 500 ETF (IVV) in Q1 2026, closing a stake of 376 shares — an estimated $258K sold.

Mach-1 Financial Group first reported a position in IVV in Q4 2021 and held it in 9 quarters. The position peaked at $9.68M in Q3 2025. 4,009 funds tracked by Wall St. Rank hold IVV as of Q1 2026.

Mach-1 Financial Group reported no remaining iShares Core S&P 500 ETF position as of Q1 2026 after selling out during the quarter.
Mach-1 Financial Group sold 376 iShares Core S&P 500 ETF shares in Q1 2026, an estimated $258K.
Mach-1 Financial Group first reported a position in iShares Core S&P 500 ETF in Q4 2021 and held it in 9 quarters.
Mach-1 Financial Group's iShares Core S&P 500 ETF position peaked at $9.68M in Q3 2025.
4,009 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q1 2026.

Based on Mach-1 Financial Group's 13F filing for Q1 2026, filed 13 May 2026.