MassMutual Private Wealth & Trust’s iShares Core S&P 500 ETF IVV Stock Holding History

MassMutual Private Wealth & Trust’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	$19M	Buy	25,392 +287	+1%	+$209K	0.49%	52
2026 Q1	$16.4M	Buy	25,105 +12	+0%	+$8.19K	0.45%	56
2025 Q4	$17.2M	Buy	25,093 +576	+2%	+$391K	0.44%	59
2025 Q3	$16.4M	Sell	24,517 -2,381	-9%	-$1.53M	0.42%	65
2025 Q2	$16.7M	Buy	26,898 +857	+3%	+$492K	0.45%	60
2025 Q1	$14.6M	Sell	26,041 -2,388	-8%	-$1.41M	0.42%	61
2024 Q4	$16.7M	Buy	28,429 +128	+0.5%	+$75.8K	0.47%	57
2024 Q3	$16.3M	Buy	28,301 +1,499	+6%	+$833K	0.46%	55
2024 Q2	$14.7M	Buy	26,802 +1,128	+4%	+$593K	0.45%	57
2024 Q1	$13.5M	Sell	25,674 -7,843	-23%	-$3.92M	0.42%	63
2023 Q4	$16M	Buy	33,517 +10,535	+46%	+$4.72M	0.54%	56
2023 Q3	$9.87M	Sell	22,982 -1,298	-5%	-$581K	0.36%	68
2023 Q2	$10.8M	Sell	24,280 -3,124	-11%	-$1.32M	0.39%	69
2023 Q1	$11.3M	Sell	27,404 -10,943	-29%	-$4.39M	0.43%	63
2022 Q4	$14.7M	Buy	38,347 +11,596	+43%	+$4.48M	0.61%	43
2022 Q3	$9.59M	Sell	26,751 -3,318	-11%	-$1.32M	0.44%	64
2022 Q2	$11.4M	Sell	30,069 -203	-0.7%	-$83.5K	0.49%	52
2022 Q1	$13.7M	Sell	30,272 -636	-2%	-$284K	0.52%	49
2021 Q4	$14.7M	Sell	30,908 -1,347	-4%	-$621K	0.55%	43
2021 Q3	$13.9M	Sell	32,255 -692	-2%	-$307K	0.57%	43
2021 Q2	$14.2M	Sell	32,947 -1,862	-5%	-$780K	0.6%	42
2021 Q1	$13.8M	Sell	34,809 -2,415	-6%	-$935K	0.65%	40
2020 Q4	$14M	Sell	37,224 -1,224	-3%	-$436K	0.72%	36
2020 Q3	$12.9M	Sell	38,448 -689	-2%	-$229K	0.76%	31
2020 Q2	$12.1M	Sell	39,137 -769	-2%	-$226K	0.78%	32
2020 Q1	$10.3M	Sell	39,906 -1,164	-3%	-$357K	0.82%	31
2019 Q4	$13.3M	Buy	41,070 +3,127	+8%	+$968K	0.82%	25
2019 Q3	$11.3M	Sell	37,943 -935	-2%	-$278K	0.76%	29
2019 Q2	$11.5M	Sell	38,878 -833	-2%	-$241K	0.79%	28
2019 Q1	$11.3M	Sell	39,711 -7,447	-16%	-$2.04M	0.81%	27
2018 Q4	$11.9M	Buy	47,158 +17,204	+57%	+$4.67M	1.02%	23
2018 Q3	$8.77M	Buy	29,954 +301	+1%	+$86.3K	0.65%	34
2018 Q2	$8.1M	Sell	29,653 -1,262	-4%	-$343K	0.65%	35
2018 Q1	$8.2M	Sell	30,915 -869	-3%	-$239K	0.68%	31
2017 Q4	$8.55M	Sell	31,784 -4,687	-13%	-$1.23M	0.71%	30
2017 Q3	$9.22M	Sell	36,471 -1,625	-4%	-$404K	0.76%	32
2017 Q2	$9.27M	Buy	38,096 +630	+2%	+$152K	0.83%	28
2017 Q1	$8.89M	Buy	37,466 +447	+1%	+$105K	0.83%	25
2016 Q4	$8.33M	Buy	+37,019	New	+$8.14M	1.02%	19
2016 Q2	$6.99M	Sell	33,224 -840	-2%	-$175K	0.88%	24
2016 Q1	$7.04M	Buy	34,064 +605	+2%	+$119K	0.95%	23
2015 Q4	$6.85M	Buy	33,459 +527	+2%	+$109K	0.98%	20
2015 Q3	$6.53M	Sell	32,932 -372	-1%	-$75.9K	1.38%	10
2015 Q2	$6.56M	Sell	33,304 -1,741	-5%	-$369K	1.47%	10
2015 Q1	$7.28M	Buy	35,045 +1,165	+3%	+$242K	1.2%	14
2014 Q4	$7.01M	Buy	33,880 +948	+3%	+$192K	2.27%	4
2014 Q3	$6.53M	Sell	32,932 -372	-1%	-$74K	1.3%	12
2014 Q2	$6.56M	Buy	33,304 +297	+0.9%	+$56.8K	2.59%	6
2014 Q1	$6.21M	Buy	33,007 +3,762	+13%	+$695K	3.63%	3
2013 Q4	$5.43M	Buy	+29,245	New	+$5.21M	4.99%	3

Other funds holding IVV

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

AIA Group Hong Kong $7.95B AUM 28.94% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

JIC

Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return

NFA

Nationwide Fund Advisors Columbus, Ohio $2.42B AUM 17.68% 1-Year Est. Return

MassMutual Private Wealth & Trust's IVV Position: Q2 2026 in Review

MassMutual Private Wealth & Trust increased its iShares Core S&P 500 ETF (IVV) stake by 1.1% in Q2 2026, buying an estimated $209K and bringing the position to 25,392 shares worth $19M. The position accounts for 0.49% of the portfolio, ranked #52.

MassMutual Private Wealth & Trust first reported a position in IVV in Q4 2013 and has held it in 50 quarters since. 2,181 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

MassMutual Private Wealth & Trust held 25,392 shares of iShares Core S&P 500 ETF worth $19M as of Q2 2026.
MassMutual Private Wealth & Trust bought 287 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $209K.
iShares Core S&P 500 ETF made up 0.49% of MassMutual Private Wealth & Trust's portfolio in Q2 2026, its #52 holding.
MassMutual Private Wealth & Trust first reported a position in iShares Core S&P 500 ETF in Q4 2013 and has held it in 50 quarters since.
2,181 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on MassMutual Private Wealth & Trust's 13F filing for Q2 2026, filed 2 Jul 2026.