Martin & Co’s iShares Core S&P 500 ETF IVV Stock Holding History

Martin & Co’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	$795K	Hold	1,217	–	–	0.14%	97
2025 Q4	$834K	Hold	1,217	–	–	0.14%	97
2025 Q3	$815K	Hold	1,217	–	–	0.15%	97
2025 Q2	$756K	Hold	1,217	–	–	0.14%	100
2025 Q1	$684K	Hold	1,217	–	–	0.13%	101
2024 Q4	$716K	Hold	1,217	–	–	0.18%	99
2024 Q3	$702K	Hold	1,217	–	–	0.17%	103
2024 Q2	$666K	Hold	1,217	–	–	0.17%	102
2024 Q1	$640K	Hold	1,217	–	–	0.16%	106
2023 Q4	$581K	Hold	1,217	–	–	0.14%	106
2023 Q3	$523K	Buy	+1,217	New	+$544K	0.14%	108
2014 Q3	–	Sell	-1,025	Closed	-$202K	–	107
2014 Q2	$202K	Sell	1,025 -350	-25%	-$67K	0.07%	105
2014 Q1	$259K	Hold	1,375	–	–	0.09%	102
2013 Q4	$255K	Sell	1,375 -75	-5%	-$13.3K	0.09%	104
2013 Q3	$245K	Hold	1,450	–	–	0.09%	104
2013 Q2	$233K	Buy	+1,450	New	+$235K	0.08%	104

Other funds holding IVV

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Northwestern Mutual Wealth Management

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

Envestnet Asset Management

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

Marshall Wace London, United Kingdom $93.4B AUM 35.1% 1-Year Est. Return

Creative Planning

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

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Bank of America

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

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

Jones Financial Companies

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