Marmo Financial Group’s iShares Core S&P 500 ETF IVV Stock Holding History

Marmo Financial Group’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	$273K	Buy	418 +1	+0.2%	+$683	0.14%	32
2025 Q4	$286K	Buy	417 +2	+0.5%	+$1.36K	0.14%	31
2025 Q3	$278K	Hold	415	–	–	0.13%	27
2025 Q2	$257K	Buy	415 +2	+0.5%	+$1.15K	0.13%	27
2025 Q1	$232K	Buy	413 +1	+0.2%	+$591	0.13%	25
2024 Q4	$243K	Hold	412	–	–	0.13%	25
2024 Q3	$238K	Hold	412	–	–	0.13%	26
2024 Q2	$225K	Buy	+412	New	+$217K	0.14%	27

Other funds holding IVV

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Marmo Financial Group's IVV Position: Q1 2026 in Review

Marmo Financial Group increased its iShares Core S&P 500 ETF (IVV) stake by 0.24% in Q1 2026, buying an estimated $683 and bringing the position to 418 shares worth $273K. The position accounts for 0.14% of the portfolio, ranked #32.

Marmo Financial Group first reported a position in IVV in Q2 2024 and has held it in 8 quarters since. The position peaked at $286K in Q4 2025. 3,976 funds tracked by Wall St. Rank hold IVV as of Q1 2026.

Marmo Financial Group held 418 shares of iShares Core S&P 500 ETF worth $273K as of Q1 2026.
Marmo Financial Group bought 1 iShares Core S&P 500 ETF share in Q1 2026, an estimated $683.
iShares Core S&P 500 ETF made up 0.14% of Marmo Financial Group's portfolio in Q1 2026, its #32 holding.
Marmo Financial Group first reported a position in iShares Core S&P 500 ETF in Q2 2024 and has held it in 8 quarters since.
Marmo Financial Group's iShares Core S&P 500 ETF position peaked at $286K in Q4 2025.
3,976 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q1 2026.

Based on Marmo Financial Group's 13F filing for Q1 2026, filed 23 Apr 2026.