Marshall & Sullivan’s iShares Core S&P 500 ETF IVV Stock Holding History

Marshall & Sullivan’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
2025 Q3	–	Sell	-33	Closed	-$20.5K	–	68
2025 Q2	$20.5K	Buy	+33	New	+$18.9K	0.01%	87
2022 Q1	–	Sell	-4,790	Closed	-$2.29M	–	38
2021 Q4	$2.29M	Hold	4,790	–	–	1.1%	31
2021 Q3	$2.06M	Sell	4,790 -18	-0.4%	-$7.98K	1.08%	31
2021 Q2	$2.07M	Sell	4,808 -192	-4%	-$80.4K	1.15%	28
2021 Q1	$1.99M	Buy	5,000 +3,123	+166%	+$1.21M	1.2%	26
2020 Q4	$5K	Sell	1,877 -3,123	-62%	-$1.11M	0.49%	29
2020 Q3	$1.68M	Hold	5,000	–	–	1.13%	29
2020 Q2	$1.55M	Hold	5,000	–	–	1.13%	28
2020 Q1	$1.29M	Hold	5,000	–	–	1.15%	28
2019 Q4	$1.62M	Hold	5,000	–	–	1.11%	28
2019 Q3	$1.49M	Hold	5,000	–	–	1.1%	28
2019 Q2	$1.47M	Hold	5,000	–	–	1.04%	30
2019 Q1	$1.42M	Hold	5,000	–	–	1.05%	30
2018 Q4	$1.26M	Hold	5,000	–	–	1.09%	29
2018 Q3	$1.46M	Hold	5,000	–	–	1.06%	30
2018 Q2	$1.37M	Hold	5,000	–	–	1.26%	28
2018 Q1	$1.33M	Hold	5,000	–	–	1.08%	30
2017 Q4	$1.34M	Hold	5,000	–	–	1.07%	30
2017 Q3	$1.29M	Hold	5,000	–	–	1.2%	29
2017 Q2	$1.22M	Hold	5,000	–	–	1.05%	30
2017 Q1	$1.21M	Buy	+5,000	New	+$1.17M	1.05%	32
2013 Q4	–	Sell	-5,000	Closed	-$845K	–	35
2013 Q3	$845K	Hold	5,000	–	–	1.58%	28
2013 Q2	$804K	Buy	+5,000	New	+$810K	1.63%	29

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

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

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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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

Marshall & Sullivan's IVV Position: Q3 2025 in Review

Marshall & Sullivan sold out of iShares Core S&P 500 ETF (IVV) in Q3 2025, closing a stake of 33 shares — an estimated $20.5K sold.

Marshall & Sullivan first reported a position in IVV in Q2 2013 and held it in 23 quarters. The position peaked at $2.29M in Q4 2021. 3,676 funds tracked by Wall St. Rank hold IVV as of Q3 2025.

Marshall & Sullivan reported no remaining iShares Core S&P 500 ETF position as of Q3 2025 after selling out during the quarter.
Marshall & Sullivan sold 33 iShares Core S&P 500 ETF shares in Q3 2025, an estimated $20.5K.
Marshall & Sullivan first reported a position in iShares Core S&P 500 ETF in Q2 2013 and held it in 23 quarters.
Marshall & Sullivan's iShares Core S&P 500 ETF position peaked at $2.29M in Q4 2021.
3,676 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q3 2025.

Based on Marshall & Sullivan's 13F filing for Q3 2025, filed 15 Oct 2025.