Mason Investment Advisory Services’s iShares Core S&P 500 ETF IVV Stock Holding History

Mason Investment Advisory Services’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 Q1	$712K	Sell	1,090 -70	-6%	-$47.8K	0.03%	40
2025 Q4	$794K	Buy	1,160 +4	+0.3%	+$2.72K	0.04%	34
2025 Q3	$774K	Buy	1,156 +3	+0.3%	+$1.93K	0.04%	38
2025 Q2	$716K	Buy	1,153 +3	+0.3%	+$1.72K	0.04%	33
2025 Q1	$646K	Buy	1,150 +3	+0.3%	+$1.77K	0.04%	35
2024 Q4	$675K	Sell	1,147 -68	-6%	-$40.3K	0.04%	33
2024 Q3	$701K	Sell	1,215 -248	-17%	-$138K	0.04%	31
2024 Q2	$801K	Sell	1,463 -120	-8%	-$63.1K	0.05%	28
2024 Q1	$832K	Buy	1,583 +4	+0.3%	+$2K	0.06%	25
2023 Q4	$754K	Hold	1,579	–	–	0.06%	26
2023 Q3	$678K	Sell	1,579 -133	-8%	-$59.5K	0.06%	24
2023 Q2	$763K	Buy	1,712 +90	+6%	+$37.9K	0.07%	20
2023 Q1	$667K	Hold	1,622	–	–	0.06%	21
2022 Q4	$623K	Buy	+1,622	New	+$626K	0.06%	24
2022 Q1	–	Sell	-479	Closed	-$228K	–	100
2021 Q4	$228K	Hold	479	–	–	0.02%	97
2021 Q3	$206K	Hold	479	–	–	0.02%	94
2021 Q2	$206K	Sell	479 -126	-21%	-$52.8K	0.02%	93
2021 Q1	$241K	Buy	+605	New	+$234K	0.03%	81

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

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

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

Mason Investment Advisory Services's IVV Position: Q1 2026 in Review

Mason Investment Advisory Services reduced its iShares Core S&P 500 ETF (IVV) stake by 6% in Q1 2026, selling an estimated $47.8K and leaving 1,090 shares worth $712K. The position accounts for 0.03% of the portfolio, ranked #40.

Mason Investment Advisory Services first reported a position in IVV in Q1 2021 and has held it in 18 quarters since. The position peaked at $832K in Q1 2024. 3,980 funds tracked by Wall St. Rank hold IVV as of Q1 2026.

Mason Investment Advisory Services held 1,090 shares of iShares Core S&P 500 ETF worth $712K as of Q1 2026.
Mason Investment Advisory Services sold 70 iShares Core S&P 500 ETF shares in Q1 2026, an estimated $47.8K.
iShares Core S&P 500 ETF made up 0.03% of Mason Investment Advisory Services's portfolio in Q1 2026, its #40 holding.
Mason Investment Advisory Services first reported a position in iShares Core S&P 500 ETF in Q1 2021 and has held it in 18 quarters since.
Mason Investment Advisory Services's iShares Core S&P 500 ETF position peaked at $832K in Q1 2024.
3,980 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q1 2026.

Based on Mason Investment Advisory Services's 13F filing for Q1 2026, filed 14 May 2026.