Marshall Financial Group (Maryland)’s iShares Core S&P 500 ETF IVV Stock Holding History

Marshall Financial Group (Maryland)’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	$1.21M	Buy	1,611 +1,057	+191%	+$770K	0.18%	104
2026 Q1	$362K	Sell	554 -1,161	-68%	-$793K	0.06%	230
2025 Q4	$1.17M	Hold	1,715	–	–	0.23%	96
2025 Q3	$1.15M	Buy	1,715 +4	+0.2%	+$2.58K	0.22%	109
2025 Q2	$1.07M	Buy	1,711 +3	+0.2%	+$1.72K	0.21%	111
2025 Q1	$960K	Sell	1,708 -266	-13%	-$157K	0.21%	116
2024 Q4	$1.16M	Sell	1,974 -11	-0.6%	-$6.51K	0.28%	90
2024 Q3	$1.15M	Buy	1,985 +1,091	+122%	+$607K	0.27%	98
2024 Q2	$489K	Buy	894 +110	+14%	+$57.8K	0.14%	131
2024 Q1	$412K	Sell	784 -1,004	-56%	-$502K	0.12%	134
2023 Q4	$854K	Sell	1,788 -477	-21%	-$214K	0.28%	102
2023 Q3	$973K	Buy	+2,265	New	+$1.01M	0.35%	67
2022 Q2	–	Sell	-1,963	Closed	-$891K	–	202
2022 Q1	$891K	Buy	+1,963	New	+$878K	0.36%	97

Other funds holding IVV

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

JIC

Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return

NFA

Nationwide Fund Advisors Columbus, Ohio $2.42B AUM 17.68% 1-Year Est. Return

Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return

Marshall Financial Group (Maryland)'s IVV Position: Q2 2026 in Review

Marshall Financial Group (Maryland) increased its iShares Core S&P 500 ETF (IVV) stake by 191% in Q2 2026, buying an estimated $770K and bringing the position to 1,611 shares worth $1.21M. The position accounts for 0.18% of the portfolio, ranked #104.

Marshall Financial Group (Maryland) first reported a position in IVV in Q1 2022 and has held it in 13 quarters since. 1,947 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

Marshall Financial Group (Maryland) held 1,611 shares of iShares Core S&P 500 ETF worth $1.21M as of Q2 2026.
Marshall Financial Group (Maryland) bought 1,057 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $770K.
iShares Core S&P 500 ETF made up 0.18% of Marshall Financial Group (Maryland)'s portfolio in Q2 2026, its #104 holding.
Marshall Financial Group (Maryland) first reported a position in iShares Core S&P 500 ETF in Q1 2022 and has held it in 13 quarters since.
1,947 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Marshall Financial Group (Maryland)'s 13F filing for Q2 2026, filed 20 Jul 2026.