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 Q2	$1.2M	Buy	1,598 +381	+31%	+$277K	0.19%	92
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 $6.73T AUM 46.02% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capula Management Grand Cayman, Cayman Islands $28B AUM 22.67% 1-Year Est. Return

Martin & Co's IVV Position: Q2 2026 in Review

Martin & Co increased its iShares Core S&P 500 ETF (IVV) stake by 31% in Q2 2026, buying an estimated $277K and bringing the position to 1,598 shares worth $1.2M. The position accounts for 0.19% of the portfolio, ranked #92.

Martin & Co first reported a position in IVV in Q2 2013 and has held it in 17 quarters since. 4,094 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

Martin & Co held 1,598 shares of iShares Core S&P 500 ETF worth $1.2M as of Q2 2026.
Martin & Co bought 381 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $277K.
iShares Core S&P 500 ETF made up 0.19% of Martin & Co's portfolio in Q2 2026, its #92 holding.
Martin & Co first reported a position in iShares Core S&P 500 ETF in Q2 2013 and has held it in 17 quarters since.
4,094 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Martin & Co's 13F filing for Q2 2026, filed 12 Aug 2026.