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

Marion 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	$1.43M	Sell	1,915 -84	-4%	-$61.2K	0.29%	76
2026 Q1	$1.31M	Sell	1,999 -69	-3%	-$47.1K	0.29%	76
2025 Q4	$1.43M	Sell	2,068 -80	-4%	-$54.3K	0.32%	69
2025 Q3	$1.44M	Hold	2,148	–	–	0.34%	67
2025 Q2	$1.33M	Buy	2,148 +1,031	+92%	+$592K	0.33%	67
2025 Q1	$628K	Sell	1,117 -26	-2%	-$15.4K	0.17%	85
2024 Q4	$673K	Sell	1,143 -67	-6%	-$39.7K	0.18%	82
2024 Q3	$698K	Sell	1,210 -160	-12%	-$89K	0.19%	81
2024 Q2	$750K	Sell	1,370 -514	-27%	-$270K	0.22%	81
2024 Q1	$990K	Sell	1,884 -32	-2%	-$16K	0.3%	70
2023 Q4	$915K	Sell	1,916 -54	-3%	-$24.2K	0.29%	71
2023 Q3	$846K	Buy	1,970 +594	+43%	+$266K	0.3%	66
2023 Q2	$613K	Hold	1,376	–	–	0.22%	76
2023 Q1	$566K	Sell	1,376 -580	-30%	-$233K	0.21%	80
2022 Q4	$752K	Buy	1,956 +160	+9%	+$61.7K	0.32%	66
2022 Q3	$644K	Buy	1,796 +350	+24%	+$140K	0.33%	65
2022 Q2	$548K	Sell	1,446 -488	-25%	-$201K	0.29%	75
2022 Q1	$877K	Buy	1,934 +986	+104%	+$441K	0.43%	56
2021 Q4	$452K	Buy	+948	New	+$437K	0.21%	78

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

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

Marion Wealth Management reduced its iShares Core S&P 500 ETF (IVV) stake by 4.2% in Q2 2026, selling an estimated $61.2K and leaving 1,915 shares worth $1.43M. The position accounts for 0.29% of the portfolio, ranked #76.

Marion Wealth Management first reported a position in IVV in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.44M in Q3 2025. 4,085 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

Marion Wealth Management held 1,915 shares of iShares Core S&P 500 ETF worth $1.43M as of Q2 2026.
Marion Wealth Management sold 84 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $61.2K.
iShares Core S&P 500 ETF made up 0.29% of Marion Wealth Management's portfolio in Q2 2026, its #76 holding.
Marion Wealth Management first reported a position in iShares Core S&P 500 ETF in Q4 2021 and has held it in 19 quarters since.
Marion Wealth Management's iShares Core S&P 500 ETF position peaked at $1.44M in Q3 2025.
4,085 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Marion Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.