Aull & Monroe Investment Management’s iShares Core S&P 500 ETF IVV Stock Holding History

Aull & Monroe Investment Management’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	$300K	Hold	400	–	–	0.13%	104
2026 Q1	$261K	Hold	400	–	–	0.12%	108
2025 Q4	$274K	Hold	400	–	–	0.14%	103
2025 Q3	$268K	Hold	400	–	–	0.14%	107
2025 Q2	$248K	Hold	400	–	–	0.13%	112
2025 Q1	$225K	Hold	400	–	–	0.11%	119
2024 Q4	$235K	Hold	400	–	–	0.12%	114
2024 Q3	$231K	Hold	400	–	–	0.11%	121
2024 Q2	$219K	Hold	400	–	–	0.11%	123
2024 Q1	$210K	Buy	+400	New	+$200K	0.1%	126
2022 Q1	–	Sell	-514	Closed	-$245K	–	137
2021 Q4	$245K	Hold	514	–	–	0.11%	122
2021 Q3	$221K	Buy	+514	New	+$228K	0.11%	123
2021 Q2	–	Sell	-514	Closed	-$204K	–	135
2021 Q1	$204K	Buy	+514	New	+$199K	0.1%	128

Other funds holding IVV

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

JIC

Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return

NFA

Nationwide Fund Advisors Columbus, Ohio $2.42B AUM 17.68% 1-Year Est. Return

Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return

Constellation Investments Montgomery, Ohio $3.18B AUM 15.57% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

SAM

Simplify Asset Management Las Vegas, Nevada $7.19B AUM 6.88% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Aull & Monroe Investment Management's IVV Position: Q2 2026 in Review

Aull & Monroe Investment Management held its iShares Core S&P 500 ETF (IVV) position steady in Q2 2026 at 400 shares worth $300K. The position accounts for 0.13% of the portfolio, ranked #104.

Aull & Monroe Investment Management first reported a position in IVV in Q1 2021 and has held it in 13 quarters since. 1,655 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

Aull & Monroe Investment Management held 400 shares of iShares Core S&P 500 ETF worth $300K as of Q2 2026.
Aull & Monroe Investment Management left its iShares Core S&P 500 ETF share count unchanged in Q2 2026.
iShares Core S&P 500 ETF made up 0.13% of Aull & Monroe Investment Management's portfolio in Q2 2026, its #104 holding.
Aull & Monroe Investment Management first reported a position in iShares Core S&P 500 ETF in Q1 2021 and has held it in 13 quarters since.
1,655 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Aull & Monroe Investment Management's 13F filing for Q2 2026, filed 20 Jul 2026.