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iShares S&P 500 Index shares owned by Marathon Wealth Advisors

Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Marathon Wealth Advisors from 13F filings

Historical chart of Marathon Wealth Advisors investment in iShares S&P 500 Index

Tip: Access up to 7 years of quarterly data

All positions including iShares S&P 500 Index held by Marathon Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares S&P 500 Index by Marathon Wealth Advisors

Quarter filed Position value Share count Share price at filing
2026-06-30 $6.3M 8.4k 748.85
2026-03-31 $4.9M 7.5k 653.24
2025-12-31 $5.7M 8.3k 684.93

More positions owned by Marathon Wealth Advisors

NVIDIA Corporation (NVDA)
Applied Materials (AMAT)
Taiwan Semiconductor Manufac Sponsored Ads (TSM)
Apple (AAPL)
Vanguard Index Fds Growth Etf (VUG)
Broadcom (AVGO)
Amazon (AMZN)
Advanced Micro Devices (AMD)
Microsoft Corporation (MSFT)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Alphabet Cap Stk Cl C (GOOG)
Caterpillar (CAT)
Vanguard Index Fds Mid Cap Etf (VO)
Vanguard Index Fds Small Cp Etf (VB)
Visa Com Cl A (V)

View all positions for Marathon Wealth Advisors

Top funds holding iShares S&P 500 Index

BlackRock
Envestnet Asset Management
Marshall Wace
Northwestern Mutual Wealth Management Company
Creative Planning
Morgan Stanley
Bank of America Corporation
Jpmorgan Chase & Co
Wells Fargo & Company
Capula Management
Jones Financial Companies, L.L
NISA Investment Advisors
Citadel Advisors
Royal Bank of Canada
Pnc Financial Services

View all funds holding iShares S&P 500 Index