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Mattson Financial Services’s iShares Core S&P 500 ETF IVV Stock Holding History

Mattson Financial 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
Q2 		$4.31M Buy
5,712
+62
+1% +$45.1K 0.9% 28
2026
Q1 		$3.69M Buy
5,650
+2,273
+67% +$1.55M 0.88% 32
2025
Q4 		$2.31M Buy
3,377
+38
+1% +$25.8K 0.54% 62
2025
Q3 		$2.23M Buy
3,339
+1,133
+51% +$730K 0.53% 69
2025
Q2 		$1.37M Buy
2,206
+1,986
+903% +$1.14M 0.37% 89
2025
Q1 		$124K Buy
+220
New +$130K 0.04% 158

Other funds holding IVV

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
CM
Capula Management Grand Cayman, Cayman Islands $28B AUM 22.67% 1-Year Est. Return

Mattson Financial Services's IVV Position: Q2 2026 in Review

Mattson Financial Services increased its iShares Core S&P 500 ETF (IVV) stake by 1.1% in Q2 2026, buying an estimated $45.1K and bringing the position to 5,712 shares worth $4.31M. The position accounts for 0.9% of the portfolio, ranked #28.

Mattson Financial Services first reported a position in IVV in Q1 2025 and has held it in 6 quarters since. 4,118 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

  • Mattson Financial Services held 5,712 shares of iShares Core S&P 500 ETF worth $4.31M as of Q2 2026.
  • Mattson Financial Services bought 62 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $45.1K.
  • iShares Core S&P 500 ETF made up 0.9% of Mattson Financial Services's portfolio in Q2 2026, its #28 holding.
  • Mattson Financial Services first reported a position in iShares Core S&P 500 ETF in Q1 2025 and has held it in 6 quarters since.
  • 4,118 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Mattson Financial Services's 13F filing for Q2 2026, filed 4 Aug 2026.