IVV — ISHARES CORE S&P 500 ETF

Ownership history in MARINO, STRAM & ASSOCIATES LLC  ·  32 quarters on record

AI Ownership Summary

MARINO, STRAM & ASSOCIATES LLC reported ISHARES CORE S&P 500 ETF (IVV) in 32 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 10.9% in 2025 Q4. The latest visible filing shows IVV at 10.90% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this IVV ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was MARINO, STRAM & ASSOCIATES LLC's position in ISHARES CORE S&P 500 ETF, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

IVV was reported at 10.90% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
10.9% in 2025 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

IVV stock page MARINO, STRAM & ASSOCIATES LLC fund profile MARINO, STRAM & ASSOCIATES LLC full holdings
How MARINO, STRAM & ASSOCIATES LLC held IVV — position size vs. price
% of Fund (quarterly)    IVV price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 9 quarters  ▾
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 88,098 +963 +1.1% 10.90% $60.3M 2026-02-14 (Est.) $682.94
2025 Q3 ADDED 87,135 +1,453 +1.7% 10.49% $58.3M 2025-11-03 $682.45
2025 Q2 ADDED 85,682 +2,464 +3.0% 10.73% $53.2M 2025-07-18 $624.89
2025 Q1 ADDED 83,218 +1,820 +2.2% 10.38% $46.8M 2025-04-21 $510.06
2024 Q4 REDUCED 81,398 -285 -0.3% 10.60% $47.9M 2025-01-17 $591.07
2024 Q3 ADDED 81,683 +736 +0.9% 10.52% $47.1M 2024-10-21 $575.59
2024 Q2 ADDED 80,947 +88 +0.1% 10.82% $44.3M 2024-07-18 $543.07
2024 Q1 REDUCED 80,859 -103 -0.1% 10.07% $42.5M 2024-04-24 $495.03
2023 Q4 ADDED 80,962 +1,395 +1.8% 10.00% $38.7M 2024-01-30 $479.20
23 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding IVV

As of 2026 Q1 — sorted by position size

CenturyLink Investment Management Co 3Y 7Y 100.0% MKD WEALTH COACHES, LLC 3Y 7Y 54.6% Leverty Financial Group, LLC 3Y 37.23% HOME FEDERAL BANK OF TENNESSEE 3Y 7Y 36.07% P/E Global LLC 3Y 35.48% FIRST HAWAIIAN BANK 3Y 7Y 33.2% COREPATH WEALTH PARTNERS LLC 3Y 29.93% Single Point Partners, LLC 3Y 29.12% HICKS CAPITAL MANAGEMENT LLC 29.0% Holland Advisory Services, Inc. 3Y 28.8%

FAQ About MARINO, STRAM & ASSOCIATES LLC and IVV

These are the practical questions this page is built to answer before you even open the full history table.

How long has MARINO, STRAM & ASSOCIATES LLC reported owning IVV?

MARINO, STRAM & ASSOCIATES LLC reported IVV across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported IVV position in MARINO, STRAM & ASSOCIATES LLC's portfolio?

The largest reported portfolio weight for IVV was 10.90% in 2025 Q4.

What is the latest reported IVV position on this page?

The most recent filing on this page is 2025 Q4, when MARINO, STRAM & ASSOCIATES LLC reported 88,098 shares, equal to 10.90% of portfolio, with an estimated market value of $60.3M.

What does the chart on this IVV ownership page compare?

The chart compares MARINO, STRAM & ASSOCIATES LLC's quarterly IVV portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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