Maridea Wealth Management’s iShares Core S&P 500 ETF IVV Stock Holding History

Maridea Wealth 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	$2.09M	Buy	2,786 +337	+14%	+$245K	0.23%	109
2026 Q1	$1.6M	Sell	2,449 -84	-3%	-$57.4K	0.23%	108
2025 Q4	$1.73M	Sell	2,533 -2,790	-52%	-$1.89M	0.26%	105
2025 Q3	$3.59M	Sell	5,323 -1,471	-22%	-$947K	0.56%	41
2025 Q2	$4.22M	Buy	6,794 +1,082	+19%	+$621K	1.1%	18
2025 Q1	$3.21M	Sell	5,712 -3,695	-39%	-$2.18M	1.05%	17
2024 Q4	$5.54M	Buy	+9,407	New	+$5.57M	1.78%	11

Other funds holding IVV

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capula Management Grand Cayman, Cayman Islands $28B AUM 22.67% 1-Year Est. Return

Maridea Wealth Management's IVV Position: Q2 2026 in Review

Maridea Wealth Management increased its iShares Core S&P 500 ETF (IVV) stake by 14% in Q2 2026, buying an estimated $245K and bringing the position to 2,786 shares worth $2.09M. The position accounts for 0.23% of the portfolio, ranked #109.

Maridea Wealth Management first reported a position in IVV in Q4 2024 and has held it in 7 quarters since. The position peaked at $5.54M in Q4 2024. 4,102 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

Maridea Wealth Management held 2,786 shares of iShares Core S&P 500 ETF worth $2.09M as of Q2 2026.
Maridea Wealth Management bought 337 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $245K.
iShares Core S&P 500 ETF made up 0.23% of Maridea Wealth Management's portfolio in Q2 2026, its #109 holding.
Maridea Wealth Management first reported a position in iShares Core S&P 500 ETF in Q4 2024 and has held it in 7 quarters since.
Maridea Wealth Management's iShares Core S&P 500 ETF position peaked at $5.54M in Q4 2024.
4,102 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Maridea Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.