MASECO Private Wealth’s iShares Core S&P 500 ETF IVV Stock Holding History
Bought
Maintained
Sold
Other funds holding IVV
MASECO Private Wealth's IVV Position: Q1 2026 in Review
MASECO Private Wealth increased its iShares Core S&P 500 ETF (IVV) stake by 14% in Q1 2026, buying an estimated $1.4M and bringing the position to 16,273 shares worth $10.6M. The position accounts for 0.33% of the portfolio, ranked #30.
MASECO Private Wealth first reported a position in IVV in Q2 2025 and has held it in 3 quarters since. 3,977 funds tracked by Wall St. Rank hold IVV as of Q1 2026.
- MASECO Private Wealth held 16,273 shares of iShares Core S&P 500 ETF worth $10.6M as of Q1 2026.
- MASECO Private Wealth bought 2,056 iShares Core S&P 500 ETF shares in Q1 2026, an estimated $1.4M.
- iShares Core S&P 500 ETF made up 0.33% of MASECO Private Wealth's portfolio in Q1 2026, its #30 holding.
- MASECO Private Wealth first reported a position in iShares Core S&P 500 ETF in Q2 2025 and has held it in 3 quarters since.
- 3,977 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q1 2026.
Based on MASECO Private Wealth's 13F filing for Q1 2026, filed 21 Apr 2026.