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
2025 Q3	$10.8M	Buy
2025 Q2	$9.86M	Sell
2025 Q1	$9.04M	Sell
2024 Q4	$9.66M	Sell
2024 Q3	$9.83M	Sell
2024 Q2	$9.75M	Buy
2024 Q1	–	Sell
2023 Q4	$8.75M	Buy