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 Q3	$10.6M	Sell	13,894 -523	-4%	-$399K	6.23%	6
2026 Q2	$10.8M	Sell	14,417 -502	-3%	-$366K	6.1%	6
2026 Q1	$9.7M	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	$9.9M	Sell	15,885 -202	-1%	-$116K	9.16%	5
2025 Q1	$9.04M	Sell	16,087 -324	-2%	-$191K	9.72%	4
2024 Q4	$9.7M	Sell	16,411 -633	-4%	-$375K	10.45%	2
2024 Q3	$9.8M	Sell	17,044 -778	-4%	-$433K	10.39%	2
2024 Q2	$9.8M	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

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $192B AUM 13.66% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $273B AUM 15.34% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Marshall Wace London, United Kingdom $114B AUM 35.47% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Marathon Strategic Advisors's IVV Position: Q3 2026 in Review

Marathon Strategic Advisors reduced its iShares Core S&P 500 ETF (IVV) stake by 3.6% in Q3 2026, selling an estimated $399K and leaving 13,894 shares worth $10.6M. The position accounts for 6.23% of the portfolio, ranked #6.

Marathon Strategic Advisors first reported a position in IVV in Q4 2023 and has held it in 11 quarters since. The position peaked at $10.8M in Q3 2025. 3,755 funds tracked by Wall St. Rank hold IVV as of Q3 2026.

Marathon Strategic Advisors held 13,894 shares of iShares Core S&P 500 ETF worth $10.6M as of Q3 2026.
Marathon Strategic Advisors sold 523 iShares Core S&P 500 ETF shares in Q3 2026, an estimated $399K.
iShares Core S&P 500 ETF made up 6.23% of Marathon Strategic Advisors's portfolio in Q3 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 11 quarters since.
Marathon Strategic Advisors's iShares Core S&P 500 ETF position peaked at $10.8M in Q3 2025.
3,755 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q3 2026.

Based on Marathon Strategic Advisors's 13F filing for Q3 2026, filed 20 Oct 2026.