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

Mattern 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
2026 Q2	$3.99M	Buy	5,325 +79	+2%	+$57.5K	0.65%	29
2026 Q1	$3.43M	Sell	5,246 -240	-4%	-$164K	0.67%	28
2025 Q4	$3.76M	Buy	5,486 +67	+1%	+$45.5K	0.72%	27
2025 Q3	$3.63M	Sell	5,419 -156	-3%	-$100K	0.72%	27
2025 Q2	$3.46M	Sell	5,575 -13	-0.2%	-$7.46K	0.72%	28
2025 Q1	$3.14M	Buy	5,588 +30	+0.5%	+$17.7K	0.69%	31
2024 Q4	$3.27M	Sell	5,558 -71	-1%	-$42K	0.72%	28
2024 Q3	$3.25M	Sell	5,629 -657	-10%	-$365K	0.71%	27
2024 Q2	$3.44M	Sell	6,286 -101	-2%	-$53.1K	0.83%	32
2024 Q1	$3.36M	Sell	6,387 -11	-0.2%	-$5.5K	0.82%	34
2023 Q4	$3.06M	Sell	6,398 -27	-0.4%	-$12.1K	0.79%	31
2023 Q3	$2.76M	Sell	6,425 -99	-2%	-$44.3K	0.81%	32
2023 Q2	$2.91M	Sell	6,524 -301	-4%	-$127K	0.85%	30
2023 Q1	$2.81M	Sell	6,825 -199	-3%	-$79.8K	0.93%	26
2022 Q4	$2.7M	Buy	7,024 +15	+0.2%	+$5.79K	1.09%	26
2022 Q3	$2.51M	Sell	7,009 -5	-0.1%	-$2K	1.01%	25
2022 Q2	$2.66M	Sell	7,014 -123	-2%	-$50.6K	1.04%	27
2022 Q1	$3.24M	Sell	7,137 -28	-0.4%	-$12.5K	1.06%	23
2021 Q4	$3.42M	Sell	7,165 -137	-2%	-$63.1K	1%	27
2021 Q3	$3.15M	Sell	7,302 -42	-0.6%	-$18.6K	1.06%	22
2021 Q2	$3.18M	Buy	7,344 +217	+3%	+$90.9K	1.01%	24
2021 Q1	$2.83M	Sell	7,127 -10,288	-59%	-$3.98M	1%	26
2020 Q4	$6.54M	Sell	17,415 -4,345	-20%	-$1.55M	2.47%	10
2020 Q3	$7.31M	Buy	21,760 +4,008	+23%	+$1.33M	3.13%	6
2020 Q2	$5.5M	Sell	17,752 -865	-5%	-$254K	2.67%	7
2020 Q1	$4.81M	Buy	18,617 +7,644	+70%	+$2.34M	3.47%	5
2019 Q4	$3.55M	Buy	+10,973	New	+$3.4M	2.13%	4

Other funds holding IVV

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capula Management Grand Cayman, Cayman Islands $28B AUM 22.67% 1-Year Est. Return

Mattern Wealth Management's IVV Position: Q2 2026 in Review

Mattern Wealth Management increased its iShares Core S&P 500 ETF (IVV) stake by 1.5% in Q2 2026, buying an estimated $57.5K and bringing the position to 5,325 shares worth $3.99M. The position accounts for 0.65% of the portfolio, ranked #29.

Mattern Wealth Management first reported a position in IVV in Q4 2019 and has held it in 27 quarters since. The position peaked at $7.31M in Q3 2020. 4,094 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

Mattern Wealth Management held 5,325 shares of iShares Core S&P 500 ETF worth $3.99M as of Q2 2026.
Mattern Wealth Management bought 79 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $57.5K.
iShares Core S&P 500 ETF made up 0.65% of Mattern Wealth Management's portfolio in Q2 2026, its #29 holding.
Mattern Wealth Management first reported a position in iShares Core S&P 500 ETF in Q4 2019 and has held it in 27 quarters since.
Mattern Wealth Management's iShares Core S&P 500 ETF position peaked at $7.31M in Q3 2020.
4,094 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Mattern Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.