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Marco Investment Management’s iShares Core S&P 500 ETF IVV Stock Holding History

Marco Investment Management’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 		$2.1M Sell
2,810
-70
-2% -$51K 0.14% 95
2026
Q1 		$1.88M Buy
2,880
+1,865
+184% +$1.27M 0.14% 98
2025
Q4 		$695K Hold
1,015
– – 0.05% 131
2025
Q3 		$679K Sell
1,015
-4
-0.4% -$2.58K 0.05% 133
2025
Q2 		$633K Sell
1,019
-17
-2% -$9.76K 0.05% 134
2025
Q1 		$582K Sell
1,036
-67
-6% -$39.6K 0.05% 138
2024
Q4 		$649K Buy
1,103
+52
+5% +$30.8K 0.06% 133
2024
Q3 		$606K Hold
1,051
– – 0.05% 137
2024
Q2 		$575K Sell
1,051
-115
-10% -$60.5K 0.05% 136
2024
Q1 		$613K Buy
1,166
+129
+12% +$64.5K 0.06% 132
2023
Q4 		$495K Buy
+1,037
New +$464K 0.05% 140
2022
Q1 		– Sell
-455
Closed -$217K – 217
2021
Q4 		$217K Sell
455
-54
-11% -$24.9K 0.02% 205
2021
Q3 		$219K Buy
509
+11
+2% +$4.88K 0.02% 198
2021
Q2 		$214K Buy
+498
New +$209K 0.02% 196
2020
Q1 		– Sell
-708
Closed -$229K – 171
2019
Q4 		$229K Hold
708
– – 0.04% 164
2019
Q3 		$211K Hold
708
– – 0.04% 164
2019
Q2 		$209K Hold
708
– – 0.04% 171
2019
Q1 		$201K Buy
+708
New +$194K 0.04% 169
2018
Q4 		– Sell
-805
Closed -$236K – 180
2018
Q3 		$236K Hold
805
– – 0.03% 167
2018
Q2 		$220K Hold
805
– – 0.03% 168
2018
Q1 		$214K Hold
805
– – 0.03% 168
2017
Q4 		$216K Hold
805
– – 0.03% 168
2017
Q3 		$204K Buy
+805
New +$200K 0.03% 182

Other funds holding IVV

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
CM
Capula Management Grand Cayman, Cayman Islands $28B AUM 22.67% 1-Year Est. Return

Marco Investment Management's IVV Position: Q2 2026 in Review

Marco Investment Management reduced its iShares Core S&P 500 ETF (IVV) stake by 2.4% in Q2 2026, selling an estimated $51K and leaving 2,810 shares worth $2.1M. The position accounts for 0.14% of the portfolio, ranked #95.

Marco Investment Management first reported a position in IVV in Q3 2017 and has held it in 23 quarters since. 4,089 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

  • Marco Investment Management held 2,810 shares of iShares Core S&P 500 ETF worth $2.1M as of Q2 2026.
  • Marco Investment Management sold 70 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $51K.
  • iShares Core S&P 500 ETF made up 0.14% of Marco Investment Management's portfolio in Q2 2026, its #95 holding.
  • Marco Investment Management first reported a position in iShares Core S&P 500 ETF in Q3 2017 and has held it in 23 quarters since.
  • 4,089 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Marco Investment Management's 13F filing for Q2 2026, filed 3 Aug 2026.