Marotta Asset Management’s iShares Core S&P 500 ETF IVV Stock Holding History
Bought
Maintained
Sold
Other funds holding IVV
Marotta Asset Management's IVV Position: Q1 2026 in Review
Marotta Asset Management sold out of iShares Core S&P 500 ETF (IVV) in Q1 2026, closing a stake of 356 shares — an estimated $244K sold.
Marotta Asset Management first reported a position in IVV in Q2 2025 and held it in 3 quarters. The position peaked at $384K in Q3 2025. 3,979 funds tracked by Wall St. Rank hold IVV as of Q1 2026.
- Marotta Asset Management reported no remaining iShares Core S&P 500 ETF position as of Q1 2026 after selling out during the quarter.
- Marotta Asset Management sold 356 iShares Core S&P 500 ETF shares in Q1 2026, an estimated $244K.
- Marotta Asset Management first reported a position in iShares Core S&P 500 ETF in Q2 2025 and held it in 3 quarters.
- Marotta Asset Management's iShares Core S&P 500 ETF position peaked at $384K in Q3 2025.
- 3,979 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q1 2026.
Based on Marotta Asset Management's 13F filing for Q1 2026, filed 27 Apr 2026.