MSWA
IVV icon

Marshall & Sterling Wealth Advisors’s iShares Core S&P 500 ETF IVV Stock Holding History

Marshall & Sterling Wealth Advisors’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 		$27.7K Hold
37
– – 0.02% 189
2026
Q1 		$24.2K Hold
37
– – 0.02% 191
2025
Q4 		$25.3K Hold
37
– – 0.02% 182
2025
Q3 		$24.8K Hold
37
– – 0.02% 250
2025
Q2 		$23K Hold
37
– – 0.02% 247
2025
Q1 		$20.8K Hold
37
– – 0.01% 249
2024
Q4 		$21.8K Buy
+37
New +$21.9K 0.02% 186

Other funds holding IVV

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
CM
Capula Management Grand Cayman, Cayman Islands $28B AUM 22.67% 1-Year Est. Return

Marshall & Sterling Wealth Advisors's IVV Position: Q2 2026 in Review

Marshall & Sterling Wealth Advisors held its iShares Core S&P 500 ETF (IVV) position steady in Q2 2026 at 37 shares worth $27.7K. The position accounts for 0.02% of the portfolio, ranked #189.

Marshall & Sterling Wealth Advisors first reported a position in IVV in Q4 2024 and has held it in 7 quarters since. 4,116 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

  • Marshall & Sterling Wealth Advisors held 37 shares of iShares Core S&P 500 ETF worth $27.7K as of Q2 2026.
  • Marshall & Sterling Wealth Advisors left its iShares Core S&P 500 ETF share count unchanged in Q2 2026.
  • iShares Core S&P 500 ETF made up 0.02% of Marshall & Sterling Wealth Advisors's portfolio in Q2 2026, its #189 holding.
  • Marshall & Sterling Wealth Advisors first reported a position in iShares Core S&P 500 ETF in Q4 2024 and has held it in 7 quarters since.
  • 4,116 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Marshall & Sterling Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.