Mallini Complete Financial Planning’s iShares Core S&P 500 ETF IVV Stock Holding History

Mallini Complete Financial Planning’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 Q3	–	Hold	0	–	–	–	23
2026 Q2	–	Hold	0	–	–	–	21
2026 Q1	–	Hold	0	–	–	–	20
2025 Q4	–	Hold	0	–	–	–	20
2025 Q3	–	Hold	0	–	–	–	20
2025 Q2	–	Hold	0	–	–	–	22
2025 Q1	–	Hold	0	–	–	–	20
2024 Q4	–	Hold	0	–	–	–	19

Other funds holding IVV

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return

Bank of Finland Helsinki, Finland $1.38B AUM 11.75% 1-Year Est. Return

Legacy Private Trust Neenah, Wisconsin $1.83B AUM 13% 1-Year Est. Return

Armstrong Advisory Group Needham, Massachusetts $1.66B AUM 13.15% 1-Year Est. Return

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return

Leverty Financial Group Hudson, Wisconsin $549M AUM 10.43% 1-Year Est. Return

Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return

Bangor Savings Bank Bangor, Maine $1.31B AUM 12.25% 1-Year Est. Return

Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return