MGWM
IVV icon

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

Marks Group 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
Q1 		$1.04M Sell
1,598
-411
-20% -$281K 0.1% 189
2025
Q4 		$1.38M Buy
2,009
+408
+25% +$277K 0.13% 162
2025
Q3 		$1.07M Buy
1,601
+3
+0.2% +$1.93K 0.1% 171
2025
Q2 		$992K Sell
1,598
-49
-3% -$28.1K 0.09% 178
2025
Q1 		$925K Sell
1,647
-20
-1% -$11.8K 0.09% 188
2024
Q4 		$981K Sell
1,667
-144
-8% -$85.2K 0.1% 170
2024
Q3 		$1.04M Buy
1,811
+144
+9% +$80.1K 0.1% 175
2024
Q2 		$912K Buy
1,667
+125
+8% +$65.7K 0.1% 174
2024
Q1 		$811K Sell
1,542
-346
-18% -$173K 0.08% 182
2023
Q4 		$902K Buy
+1,888
New +$845K 0.1% 175
2022
Q1 		– Sell
-42,369
Closed -$20.2M – 316
2021
Q4 		$20.2M Sell
42,369
-1,960
-4% -$903K 2.46% 2
2021
Q3 		$19.1M Sell
44,329
-1,114
-2% -$494K 2.58% 2
2021
Q2 		$19.5M Buy
45,443
+21,094
+87% +$8.84M 2.68% 2
2021
Q1 		$9.69M Sell
24,349
-10,509
-30% -$4.07M 1.44% 9
2020
Q4 		$13.1M Sell
34,858
-882
-2% -$314K 2.04% 2
2020
Q3 		$12M Buy
35,740
+34,626
+3,108% +$11.5M 2.17% 2
2020
Q2 		$345K Sell
1,114
-489
-31% -$144K 0.07% 184
2020
Q1 		$414K Buy
+1,603
New +$491K 0.11% 160

Other funds holding IVV

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Marks Group Wealth Management's IVV Position: Q1 2026 in Review

Marks Group Wealth Management reduced its iShares Core S&P 500 ETF (IVV) stake by 20% in Q1 2026, selling an estimated $281K and leaving 1,598 shares worth $1.04M. The position accounts for 0.1% of the portfolio, ranked #189.

Marks Group Wealth Management first reported a position in IVV in Q1 2020 and has held it in 18 quarters since. The position peaked at $20.2M in Q4 2021. 3,975 funds tracked by Wall St. Rank hold IVV as of Q1 2026.

  • Marks Group Wealth Management held 1,598 shares of iShares Core S&P 500 ETF worth $1.04M as of Q1 2026.
  • Marks Group Wealth Management sold 411 iShares Core S&P 500 ETF shares in Q1 2026, an estimated $281K.
  • iShares Core S&P 500 ETF made up 0.1% of Marks Group Wealth Management's portfolio in Q1 2026, its #189 holding.
  • Marks Group Wealth Management first reported a position in iShares Core S&P 500 ETF in Q1 2020 and has held it in 18 quarters since.
  • Marks Group Wealth Management's iShares Core S&P 500 ETF position peaked at $20.2M in Q4 2021.
  • 3,975 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q1 2026.

Based on Marks Group Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.