MAS Advisors’s iShares Core S&P 500 ETF IVV Stock Holding History

MAS Advisors’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
2025 Q3	$5.12M	Sell	7,656 -61	-0.8%	-$39.3K	8.11%	1
2025 Q2	$4.79M	Sell	7,717 -2,537	-25%	-$1.46M	7.84%	1
2025 Q1	$5.76M	Buy	10,254 +2,829	+38%	+$1.67M	8.86%	2
2024 Q4	$4.37M	Buy	7,425 +6,555	+753%	+$3.88M	7.33%	1
2024 Q3	$502K	Sell	870 -9	-1%	-$5K	1.07%	32
2024 Q2	$481K	Hold	879	–	–	1.15%	31
2024 Q1	$462K	Sell	879 -20	-2%	-$10K	0.53%	41
2023 Q4	$429K	Hold	899	–	–	0.56%	41
2023 Q3	$386K	Sell	899 -20	-2%	-$8.95K	0.55%	42
2023 Q2	$410K	Sell	919 -36	-4%	-$15.2K	0.57%	39
2023 Q1	$393K	Hold	955	–	–	0.38%	52
2022 Q4	$367K	Sell	955 -1,137	-54%	-$439K	0.34%	57
2022 Q3	$750K	Sell	2,092 -805	-28%	-$321K	0.5%	51
2022 Q2	$1.1M	Buy	2,897 +2,168	+297%	+$892K	0.99%	32
2022 Q1	$336K	Sell	729 -1,780	-71%	-$796K	0.26%	64
2021 Q4	$1.2M	Buy	+2,509	New	+$1.16M	0.88%	36

Other funds holding IVV

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

MAS Advisors's IVV Position: Q3 2025 in Review

MAS Advisors reduced its iShares Core S&P 500 ETF (IVV) stake by 0.79% in Q3 2025, selling an estimated $39.3K and leaving 7,656 shares worth $5.12M. The position accounts for 8.11% of the portfolio, ranked #1.

MAS Advisors first reported a position in IVV in Q4 2021 and has held it in 16 quarters since. The position peaked at $5.76M in Q1 2025. 3,676 funds tracked by Wall St. Rank hold IVV as of Q3 2025.

MAS Advisors held 7,656 shares of iShares Core S&P 500 ETF worth $5.12M as of Q3 2025.
MAS Advisors sold 61 iShares Core S&P 500 ETF shares in Q3 2025, an estimated $39.3K.
iShares Core S&P 500 ETF made up 8.11% of MAS Advisors's portfolio in Q3 2025, its #1 holding.
MAS Advisors first reported a position in iShares Core S&P 500 ETF in Q4 2021 and has held it in 16 quarters since.
MAS Advisors's iShares Core S&P 500 ETF position peaked at $5.76M in Q1 2025.
3,676 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q3 2025.

Based on MAS Advisors's 13F filing for Q3 2025, filed 28 Oct 2025.