Marin Bay Wealth Advisors’s iShares Core S&P 500 ETF IVV Stock Holding History
Bought
Maintained
Sold
Other funds holding IVV
CM
Marin Bay Wealth Advisors's IVV Position: Q2 2026 in Review
Marin Bay Wealth Advisors reduced its iShares Core S&P 500 ETF (IVV) stake by 85% in Q2 2026, selling an estimated $57.4M and leaving 14,237 shares worth $10.7M. The position accounts for 5.73% of the portfolio, ranked #2.
Marin Bay Wealth Advisors first reported a position in IVV in Q4 2025 and has held it in 3 quarters since. 4,089 funds tracked by Wall St. Rank hold IVV as of Q2 2026.
- Marin Bay Wealth Advisors held 14,237 shares of iShares Core S&P 500 ETF worth $10.7M as of Q2 2026.
- Marin Bay Wealth Advisors sold 78,793 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $57.4M.
- iShares Core S&P 500 ETF made up 5.73% of Marin Bay Wealth Advisors's portfolio in Q2 2026, its #2 holding.
- Marin Bay Wealth Advisors first reported a position in iShares Core S&P 500 ETF in Q4 2025 and has held it in 3 quarters since.
- 4,089 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.
Based on Marin Bay Wealth Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.