Mascagni Wealth Management’s iShares Core S&P 500 ETF IVV Stock Holding History

Mascagni Wealth Management’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 Q2	$699K	Sell	933 -118	-11%	-$85.9K	0.43%	66
2026 Q1	$687K	Hold	1,051	–	–	0.49%	61
2025 Q4	$720K	Buy	1,051 +118	+13%	+$80.1K	0.54%	57
2025 Q3	$624K	Sell	933 -5	-0.5%	-$3.22K	0.48%	59
2025 Q2	$582K	Hold	938	–	–	0.5%	58
2025 Q1	$527K	Hold	938	–	–	0.52%	58
2024 Q4	$527K	Buy	+938	New	+$555K	0.52%	58

Other funds holding IVV

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

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

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

Creative Planning Overland Park, Kansas $171B AUM 24.68% 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

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

Capula Management Grand Cayman, Cayman Islands $28B AUM 22.67% 1-Year Est. Return

Mascagni Wealth Management's IVV Position: Q2 2026 in Review

Mascagni Wealth Management reduced its iShares Core S&P 500 ETF (IVV) stake by 11% in Q2 2026, selling an estimated $85.9K and leaving 933 shares worth $699K. The position accounts for 0.43% of the portfolio, ranked #66.

Mascagni Wealth Management first reported a position in IVV in Q4 2024 and has held it in 7 quarters since. The position peaked at $720K in Q4 2025. 4,085 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

Mascagni Wealth Management held 933 shares of iShares Core S&P 500 ETF worth $699K as of Q2 2026.
Mascagni Wealth Management sold 118 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $85.9K.
iShares Core S&P 500 ETF made up 0.43% of Mascagni Wealth Management's portfolio in Q2 2026, its #66 holding.
Mascagni Wealth Management first reported a position in iShares Core S&P 500 ETF in Q4 2024 and has held it in 7 quarters since.
Mascagni Wealth Management's iShares Core S&P 500 ETF position peaked at $720K in Q4 2025.
4,085 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Mascagni Wealth Management's 13F filing for Q2 2026, filed 31 Jul 2026.