Marietta Wealth Management’s iShares Core S&P 500 ETF IVV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $5.45M | Buy |
7,272
+50
| +0.7% | +$36.4K | 0.56% | 66 |
|
|
2026
Q1 | $4.72M | Sell |
7,222
-238
| -3% | -$163K | 0.56% | 69 |
|
|
2025
Q4 | $5.11M | Buy |
7,460
+114
| +2% | +$77.4K | 0.59% | 70 |
|
|
2025
Q3 | $4.92M | Buy |
7,346
+97
| +1% | +$62.5K | 0.6% | 69 |
|
|
2025
Q2 | $4.5M | Buy |
7,249
+18
| +0.2% | +$10.3K | 0.59% | 68 |
|
|
2025
Q1 | $4.06M | Buy |
7,231
+77
| +1% | +$45.5K | 0.6% | 68 |
|
|
2024
Q4 | $4.21M | Sell |
7,154
-49
| -0.7% | -$29K | 0.6% | 68 |
|
|
2024
Q3 | $4.15M | Sell |
7,203
-42
| -0.6% | -$23.4K | 0.6% | 69 |
|
|
2024
Q2 | $3.96M | Sell |
7,245
-4
| -0.1% | -$2.1K | 0.62% | 69 |
|
|
2024
Q1 | $3.81M | Sell |
7,249
-76
| -1% | -$38K | 0.63% | 70 |
|
|
2023
Q4 | $3.5M | Buy |
7,325
+10
| +0.1% | +$4.48K | 0.62% | 70 |
|
|
2023
Q3 | $3.14M | Buy |
7,315
+39
| +0.5% | +$17.4K | 0.62% | 70 |
|
|
2023
Q2 | $3.24M | Buy |
7,276
+12
| +0.2% | +$5.06K | 0.61% | 72 |
|
|
2023
Q1 | $2.99M | Sell |
7,264
-4,111
| -36% | -$1.65M | 0.63% | 69 |
|
|
2022
Q4 | $4.37M | Buy |
11,375
+4,196
| +58% | +$1.62M | 0.99% | 50 |
|
|
2022
Q3 | $2.58M | Sell |
7,179
-587
| -8% | -$234K | 0.64% | 67 |
|
|
2022
Q2 | $2.94M | Buy |
7,766
+375
| +5% | +$154K | 0.71% | 60 |
|
|
2022
Q1 | $3.35M | Sell |
7,391
-38
| -0.5% | -$17K | 0.7% | 64 |
|
|
2021
Q4 | $3.54M | Buy |
7,429
+65
| +0.9% | +$30K | 0.71% | 59 |
|
|
2021
Q3 | $3.17M | Buy |
7,364
+47
| +0.6% | +$20.8K | 0.69% | 61 |
|
|
2021
Q2 | $3.15M | Sell |
7,317
-136
| -2% | -$57K | 0.71% | 62 |
|
|
2021
Q1 | $2.96M | Sell |
7,453
-202
| -3% | -$78.2K | 0.74% | 60 |
|
|
2020
Q4 | $2.87M | Buy |
7,655
+804
| +12% | +$286K | 0.79% | 58 |
|
|
2020
Q3 | $2.3M | Buy |
6,851
+821
| +14% | +$273K | 0.72% | 61 |
|
|
2020
Q2 | $1.87M | Buy |
6,030
+184
| +3% | +$54K | 0.64% | 62 |
|
|
2020
Q1 | $1.51M | Buy |
5,846
+3,611
| +162% | +$1.11M | 0.59% | 65 |
|
|
2019
Q4 | $722K | Buy |
2,235
+126
| +6% | +$39K | 0.24% | 76 |
|
|
2019
Q3 | $630K | Buy |
2,109
+101
| +5% | +$30K | 0.23% | 79 |
|
|
2019
Q2 | $592K | Sell |
2,008
-122
| -6% | -$35.4K | 0.23% | 82 |
|
|
2019
Q1 | $606K | Sell |
2,130
-3,106
| -59% | -$849K | 0.25% | 80 |
|
|
2018
Q4 | $1.32M | Buy |
5,236
+3,630
| +226% | +$986K | 0.63% | 63 |
|
|
2018
Q3 | $470K | Buy |
1,606
+151
| +10% | +$43.3K | 0.21% | 96 |
|
|
2018
Q2 | $397K | Buy |
1,455
+193
| +15% | +$52.5K | 0.19% | 102 |
|
|
2018
Q1 | $335K | Sell |
1,262
-6,916
| -85% | -$1.9M | 0.18% | 105 |
|
|
2017
Q4 | $2.2M | Buy |
8,178
+2,847
| +53% | +$746K | 1.19% | 34 |
|
|
2017
Q3 | $1.35M | Buy |
+5,331
| New | +$1.32M | 0.75% | 55 |
|
Other funds holding IVV
AG
PAS
Marietta Wealth Management's IVV Position: Q2 2026 in Review
Marietta Wealth Management increased its iShares Core S&P 500 ETF (IVV) stake by 0.69% in Q2 2026, buying an estimated $36.4K and bringing the position to 7,272 shares worth $5.45M. The position accounts for 0.56% of the portfolio, ranked #66.
Marietta Wealth Management first reported a position in IVV in Q3 2017 and has held it in 36 quarters since. 2,283 funds tracked by Wall St. Rank hold IVV as of Q2 2026.
- Marietta Wealth Management held 7,272 shares of iShares Core S&P 500 ETF worth $5.45M as of Q2 2026.
- Marietta Wealth Management bought 50 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $36.4K.
- iShares Core S&P 500 ETF made up 0.56% of Marietta Wealth Management's portfolio in Q2 2026, its #66 holding.
- Marietta Wealth Management first reported a position in iShares Core S&P 500 ETF in Q3 2017 and has held it in 36 quarters since.
- 2,283 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.
Based on Marietta Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.