Matson Money Inc’s iShares Core S&P 500 ETF IVV Stock Holding History

Matson Money Inc’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	$554M	Buy	740,390 +19,575	+3%	+$14.3M	15.44%	2
2026 Q1	$464M	Buy	720,815 +80,385	+13%	+$54.9M	14.23%	3
2025 Q4	$439M	Buy	640,430 +13,900	+2%	+$9.44M	13.86%	3
2025 Q3	$419M	Buy	626,530 +6,449	+1%	+$4.15M	13.8%	3
2025 Q2	$385M	Hold	620,081	–	–	13.34%	3
2025 Q1	$348M	Hold	620,081	–	–	12.68%	3
2024 Q4	$365M	Hold	620,081	–	–	13.1%	4
2024 Q3	$358M	Hold	620,081	–	–	12.28%	4
2024 Q2	$339M	Hold	620,081	–	–	11.29%	4
2024 Q1	$326M	Hold	620,081	–	–	10.81%	4
2023 Q4	$296M	Buy	620,081 +18,501	+3%	+$8.28M	10.1%	4
2023 Q3	$258M	Sell	601,580 -46,975	-7%	-$21M	9.34%	4
2023 Q2	$289M	Hold	648,555	–	–	10.33%	4
2023 Q1	$267M	Buy	648,555 +16,597	+3%	+$6.65M	9.84%	4
2022 Q4	$243M	Buy	631,958 +93,183	+17%	+$36M	9.24%	4
2022 Q3	$193M	Buy	538,775 +2,572	+0.5%	+$1.03M	7.88%	4
2022 Q2	$203M	Buy	536,203 +50,250	+10%	+$20.7M	7.94%	5
2022 Q1	$220M	Buy	485,953 +19,675	+4%	+$8.8M	8.14%	5
2021 Q4	$222M	Buy	466,278 +48,465	+12%	+$22.3M	8.14%	5
2021 Q3	$180M	Hold	417,813	–	–	6.95%	5
2021 Q2	$180M	Buy	417,813 +13,176	+3%	+$5.52M	7.08%	5
2021 Q1	$161M	Buy	404,637 +145,091	+56%	+$56.2M	6.7%	5
2020 Q4	$97.4M	Buy	259,546 +61,396	+31%	+$21.9M	4.59%	10
2020 Q3	$66.6M	Buy	198,150 +14,281	+8%	+$4.75M	3.36%	11
2020 Q2	$56.9M	Buy	183,869 +2,337	+1%	+$686K	3.11%	10
2020 Q1	$46.9M	Hold	181,532	–	–	2.43%	10
2019 Q4	$58.7M	Buy	181,532 +38,082	+27%	+$11.8M	2.75%	10
2019 Q3	$42.8M	Buy	143,450 +6,683	+5%	+$1.99M	4.91%	3
2019 Q2	$40.3M	Buy	136,767 +3,436	+3%	+$996K	4.56%	3
2019 Q1	$37.9M	Buy	133,331 +3,753	+3%	+$1.03M	4.27%	3
2018 Q4	$32.6M	Sell	129,578 -7,303	-5%	-$1.98M	3.67%	3
2018 Q3	$40.1M	Hold	136,881	–	–	4.4%	3
2018 Q2	$37.4M	Buy	136,881 +71,878	+111%	+$19.6M	4.24%	3
2018 Q1	$17.3M	Buy	65,003 +3,713	+6%	+$1.02M	2.05%	3
2017 Q4	$16.5M	Buy	61,290 +44,010	+255%	+$11.5M	2.02%	3
2017 Q3	$4.37M	Buy	+17,280	New	+$4.29M	0.57%	3

Other funds holding IVV

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

Constellation Investments Montgomery, Ohio $3.18B AUM 15.57% 1-Year Est. Return

SAM

Simplify Asset Management Las Vegas, Nevada $7.19B AUM 6.88% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

OWM

Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return

LWMT

Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

BOF

Bank of Finland Helsinki, Finland $1.54B AUM 15.84% 1-Year Est. Return

FTWA

Fifth Third Wealth Advisors Cincinnati, Ohio $3.58B AUM 34.55% 1-Year Est. Return

TIA

Traphagen Investment Advisors Oradell, New Jersey $1.4B AUM 19.32% 1-Year Est. Return

Matson Money Inc's IVV Position: Q2 2026 in Review

Matson Money Inc increased its iShares Core S&P 500 ETF (IVV) stake by 2.7% in Q2 2026, buying an estimated $14.3M and bringing the position to 740,390 shares worth $554M. The position accounts for 15.44% of the portfolio, ranked #2.

Matson Money Inc first reported a position in IVV in Q3 2017 and has held it in 36 quarters since. 853 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

Matson Money Inc held 740,390 shares of iShares Core S&P 500 ETF worth $554M as of Q2 2026.
Matson Money Inc bought 19,575 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $14.3M.
iShares Core S&P 500 ETF made up 15.44% of Matson Money Inc's portfolio in Q2 2026, its #2 holding.
Matson Money Inc first reported a position in iShares Core S&P 500 ETF in Q3 2017 and has held it in 36 quarters since.
853 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Matson Money Inc's 13F filing for Q2 2026, filed 17 Jul 2026.