MTWM
IVV icon

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

Masso Torrence 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
2025
Q3 		$207K Buy
+309
New +$199K 0.09% 102
2022
Q1 		– Sell
-140
Closed -$67K – 217
2021
Q4 		$67K Buy
+140
New +$64.5K 0.05% 129

Other funds holding IVV

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Masso Torrence Wealth Management's IVV Position: Q3 2025 in Review

Masso Torrence Wealth Management opened a new position in iShares Core S&P 500 ETF (IVV) in Q3 2025: 309 shares worth $207K. The stake represents 0.09% of the portfolio and ranks #102 among its holdings. This is a return to the name: Masso Torrence Wealth Management previously reported a position in IVV as recently as Q4 2021.

Masso Torrence Wealth Management first reported a position in IVV in Q4 2021 and has held it in 2 quarters since. 3,674 funds tracked by Wall St. Rank hold IVV as of Q3 2025.

  • Masso Torrence Wealth Management held 309 shares of iShares Core S&P 500 ETF worth $207K as of Q3 2025.
  • iShares Core S&P 500 ETF was a new Masso Torrence Wealth Management position in Q3 2025.
  • iShares Core S&P 500 ETF made up 0.09% of Masso Torrence Wealth Management's portfolio in Q3 2025, its #102 holding.
  • Masso Torrence Wealth Management first reported a position in iShares Core S&P 500 ETF in Q4 2021 and has held it in 2 quarters since.
  • 3,674 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q3 2025.

Based on Masso Torrence Wealth Management's 13F filing for Q3 2025, filed 20 Oct 2025.