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

Marathon Strategic 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 		$10.8M Sell
14,417
-502
-3% -$366K 6.1% 6
2026
Q1 		$9.75M Sell
14,919
-95
-0.6% -$64.9K 7.01% 5
2025
Q4 		$10.3M Sell
15,014
-1,191
-7% -$809K 7.85% 5
2025
Q3 		$10.8M Buy
16,205
+320
+2% +$206K 8.68% 4
2025
Q2 		$9.86M Sell
15,885
-202
-1% -$116K 9.16% 5
2025
Q1 		$9.04M Sell
16,087
-324
-2% -$191K 9.72% 4
2024
Q4 		$9.66M Sell
16,411
-633
-4% -$375K 10.45% 2
2024
Q3 		$9.83M Sell
17,044
-778
-4% -$433K 10.39% 2
2024
Q2 		$9.75M Buy
+17,822
New +$9.37M 11.4% 2
2024
Q1 		– Sell
-18,324
Closed -$8.75M – 29
2023
Q4 		$8.75M Buy
+18,324
New +$8.2M 11.85% 2

Other funds holding IVV

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return
NFA
Nationwide Fund Advisors Columbus, Ohio $2.42B AUM 17.68% 1-Year Est. Return
GT
Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return
CI
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
AL
Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return

Marathon Strategic Advisors's IVV Position: Q2 2026 in Review

Marathon Strategic Advisors reduced its iShares Core S&P 500 ETF (IVV) stake by 3.4% in Q2 2026, selling an estimated $366K and leaving 14,417 shares worth $10.8M. The position accounts for 6.1% of the portfolio, ranked #6.

Marathon Strategic Advisors first reported a position in IVV in Q4 2023 and has held it in 10 quarters since. The position peaked at $10.8M in Q3 2025. 1,431 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

  • Marathon Strategic Advisors held 14,417 shares of iShares Core S&P 500 ETF worth $10.8M as of Q2 2026.
  • Marathon Strategic Advisors sold 502 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $366K.
  • iShares Core S&P 500 ETF made up 6.1% of Marathon Strategic Advisors's portfolio in Q2 2026, its #6 holding.
  • Marathon Strategic Advisors first reported a position in iShares Core S&P 500 ETF in Q4 2023 and has held it in 10 quarters since.
  • Marathon Strategic Advisors's iShares Core S&P 500 ETF position peaked at $10.8M in Q3 2025.
  • 1,431 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Marathon Strategic Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.