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iShares S&P 500 Index shares owned by Mascagni Wealth Management

Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Mascagni Wealth Management from 13F filings

Historical chart of Mascagni Wealth Management investment in iShares S&P 500 Index

Tip: Access up to 7 years of quarterly data

All positions including iShares S&P 500 Index held by Mascagni Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares S&P 500 Index by Mascagni Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $625k 933 669.30
2025-06-30 $583k 938 620.97
2025-03-31 $552k 938 588.72
2024-12-31 $527k 938 561.95

More positions owned by Mascagni Wealth Management

Ishares Convertible Bond Etf Etf (ICVT)
Nvidia Corp Stock (NVDA)
Invesco S&p Midcap Quality Etf Etf (XMHQ)
Apple Stock (AAPL)
Ishares High Yield Bond Etf Etf (HYDB)
Capital Group Dividend Value Etf Etf (CGDV)
Microsoft Corp Stock (MSFT)
Invesco S&p 500 Momentum Etf Etf (SPMO)
Fidelity Total Bond Idx Etf Etf (FBND)
Meta Platforms Inc Cl A Stock (META)
Capital Group Core Balanced Etf Etf (CGBL)
Capital Group U.s. Multi-sector Income Etf Etf (CGMS)
Spdr S&p 500 Growth Etf Etf (SPYG)
Invesco S&p Smallcap Momentum Etf Etf (XSMO)
Palantir Technologies Inc Cl A Stock (PLTR)

View all positions for Mascagni Wealth Management

Top funds holding iShares S&P 500 Index

BlackRock
Northwestern Mutual Wealth Management Company
Envestnet Asset Management
Marshall Wace
Morgan Stanley
Creative Planning
Jpmorgan Chase & Co
Royal Bank of Canada
Wells Fargo & Company
Jones Financial Companies, L.L
Pnc Financial Services
Goldman Sachs Group
Bank of New York Mellon
NISA Investment Advisors
Capula Management

View all funds holding iShares S&P 500 Index