MASECO Private Wealth’s iShares Core S&P 500 ETF IVV Stock Holding History
Bought
Maintained
Sold
Other funds holding IVV
CM
MASECO Private Wealth's IVV Position: Q2 2026 in Review
MASECO Private Wealth reduced its iShares Core S&P 500 ETF (IVV) stake by 7.7% in Q2 2026, selling an estimated $907K and leaving 15,027 shares worth $11.3M. The position accounts for 0.32% of the portfolio, ranked #31.
MASECO Private Wealth first reported a position in IVV in Q2 2025 and has held it in 4 quarters since. 4,107 funds tracked by Wall St. Rank hold IVV as of Q2 2026.
- MASECO Private Wealth held 15,027 shares of iShares Core S&P 500 ETF worth $11.3M as of Q2 2026.
- MASECO Private Wealth sold 1,246 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $907K.
- iShares Core S&P 500 ETF made up 0.32% of MASECO Private Wealth's portfolio in Q2 2026, its #31 holding.
- MASECO Private Wealth first reported a position in iShares Core S&P 500 ETF in Q2 2025 and has held it in 4 quarters since.
- 4,107 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.
Based on MASECO Private Wealth's 13F filing for Q2 2026, filed 5 Aug 2026.