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 Q2	$1.2M	Hold	1,598	–	–	0.1%	185
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 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

Marks Group Wealth Management's IVV Position: Q2 2026 in Review

Marks Group Wealth Management held its iShares Core S&P 500 ETF (IVV) position steady in Q2 2026 at 1,598 shares worth $1.2M. The position accounts for 0.1% of the portfolio, ranked #185.

Marks Group Wealth Management first reported a position in IVV in Q1 2020 and has held it in 19 quarters since. The position peaked at $20.2M in Q4 2021. 4,102 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

Marks Group Wealth Management held 1,598 shares of iShares Core S&P 500 ETF worth $1.2M as of Q2 2026.
Marks Group Wealth Management left its iShares Core S&P 500 ETF share count unchanged in Q2 2026.
iShares Core S&P 500 ETF made up 0.1% of Marks Group Wealth Management's portfolio in Q2 2026, its #185 holding.
Marks Group Wealth Management first reported a position in iShares Core S&P 500 ETF in Q1 2020 and has held it in 19 quarters since.
Marks Group Wealth Management's iShares Core S&P 500 ETF position peaked at $20.2M in Q4 2021.
4,102 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Marks Group Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.