Mezzasalma Advisors’s iShares Core S&P 500 ETF IVV Stock Holding History

Mezzasalma Advisors’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	$4.79M	Buy	6,401 +285	+5%	+$208K	0.96%	30
2026 Q1	$4M	Buy	6,116 +971	+19%	+$663K	1.02%	23
2025 Q4	$3.53M	Buy	5,145 +645	+14%	+$438K	0.85%	30
2025 Q3	$3.01M	Buy	4,500 +337	+8%	+$217K	0.77%	31
2025 Q2	$2.58M	Buy	4,163 +19	+0.5%	+$10.9K	0.78%	31
2025 Q1	$2.33M	Buy	4,144 +1,219	+42%	+$720K	0.8%	29
2024 Q4	$1.72M	Buy	2,925 +48	+2%	+$28.4K	0.56%	35
2024 Q3	$1.66M	Buy	+2,877	New	+$1.6M	0.65%	32
2024 Q2	–	Sell	-608	Closed	-$320K	–	91
2024 Q1	$320K	Sell	608 -303	-33%	-$152K	0.15%	74
2023 Q4	$435K	Sell	911 -93	-9%	-$41.6K	0.24%	50
2023 Q3	$431K	Sell	1,004 -12	-1%	-$5.37K	0.27%	49
2023 Q2	$453K	Buy	1,016 +203	+25%	+$85.5K	0.27%	50
2023 Q1	$334K	Sell	813 -28	-3%	-$11.2K	0.24%	61
2022 Q4	$323K	Sell	841 -62	-7%	-$23.9K	0.28%	57
2022 Q3	$324K	Sell	903 -57	-6%	-$22.8K	0.26%	54
2022 Q2	$364K	Buy	960 +184	+24%	+$75.7K	0.31%	53
2022 Q1	$352K	Sell	776 -22	-3%	-$9.84K	0.22%	61
2021 Q4	$381K	Buy	798 +103	+15%	+$47.5K	0.2%	65
2021 Q3	$299K	Hold	695	–	–	0.17%	70
2021 Q2	$299K	Hold	695	–	–	0.16%	74
2021 Q1	$276K	Sell	695 -13	-2%	-$5.03K	0.18%	72
2020 Q4	$266K	Buy	+708	New	+$252K	0.17%	74

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

Mezzasalma Advisors's IVV Position: Q2 2026 in Review

Mezzasalma Advisors increased its iShares Core S&P 500 ETF (IVV) stake by 4.7% in Q2 2026, buying an estimated $208K and bringing the position to 6,401 shares worth $4.79M. The position accounts for 0.96% of the portfolio, ranked #30.

Mezzasalma Advisors first reported a position in IVV in Q4 2020 and has held it in 22 quarters since. 4,089 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

Mezzasalma Advisors held 6,401 shares of iShares Core S&P 500 ETF worth $4.79M as of Q2 2026.
Mezzasalma Advisors bought 285 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $208K.
iShares Core S&P 500 ETF made up 0.96% of Mezzasalma Advisors's portfolio in Q2 2026, its #30 holding.
Mezzasalma Advisors first reported a position in iShares Core S&P 500 ETF in Q4 2020 and has held it in 22 quarters since.
4,089 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Mezzasalma Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.