MA
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MONECO Advisors’s iShares Core S&P 500 ETF IVV Stock Holding History

MONECO Advisors’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 		$2.31M Sell
3,538
-123
-3% -$84K 0.18% 122
2025
Q4 		$2.51M Sell
3,661
-54
-1% -$36.7K 0.2% 110
2025
Q3 		$2.49M Buy
3,715
+2
+0.1% +$1.29K 0.21% 104
2025
Q2 		$2.31M Buy
3,713
+138
+4% +$79.2K 0.21% 107
2025
Q1 		$2.01M Sell
3,575
-1,134
-24% -$670K 0.21% 109
2024
Q4 		$2.77M Buy
4,709
+734
+18% +$434K 0.29% 84
2024
Q3 		$2.29M Buy
3,975
+32
+0.8% +$17.8K 0.29% 97
2024
Q2 		$2.16M Buy
3,943
+54
+1% +$28.4K 0.32% 92
2024
Q1 		$2.04M Buy
3,889
+569
+17% +$285K 0.32% 92
2023
Q4 		$1.59M Buy
3,320
+54
+2% +$24.2K 0.3% 88
2023
Q3 		$1.4M Buy
3,266
+717
+28% +$321K 0.38% 67
2023
Q2 		$1.14M Sell
2,549
-616
-19% -$260K 0.31% 83
2023
Q1 		$1.3M Sell
3,165
-181
-5% -$72.6K 0.38% 64
2022
Q4 		$1.29M Sell
3,346
-387
-10% -$149K 0.46% 48
2022
Q3 		$1.34M Sell
3,733
-66
-2% -$26.4K 0.54% 43
2022
Q2 		$1.44M Sell
3,799
-29
-0.8% -$11.9K 0.56% 43
2022
Q1 		$1.74M Sell
3,828
-164
-4% -$73.3K 0.64% 35
2021
Q4 		$1.79M Buy
3,992
+1,095
+38% +$505K 0.67% 33
2021
Q3 		$1.25M Buy
2,897
+1,674
+137% +$742K 0.49% 48
2021
Q2 		$526K Sell
1,223
-398
-25% -$167K 0.24% 98
2021
Q1 		$645K Sell
1,621
-94
-5% -$36.4K 0.31% 82
2020
Q4 		$654K Sell
1,715
-557
-25% -$198K 0.36% 67
2020
Q3 		$764K Buy
2,272
+165
+8% +$54.9K 0.49% 49
2020
Q2 		$653K Sell
2,107
-39
-2% -$11.5K 0.51% 51
2020
Q1 		$554K Buy
2,146
+74
+4% +$22.7K 0.57% 47
2019
Q4 		$691K Buy
2,072
+11
+0.5% +$3.4K 0.49% 49
2019
Q3 		$615K Buy
2,061
+759
+58% +$226K 0.48% 50
2019
Q2 		$384K Sell
1,302
-524
-29% -$152K 0.31% 76
2019
Q1 		$520K Buy
1,826
+500
+38% +$137K 0.42% 56
2018
Q4 		$334K Buy
+1,326
New +$360K 0.39% 57

Other funds holding IVV

BlackRock
BlackRock New York $5.72T 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 $424B AUM 22.94% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T 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
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

MONECO Advisors's IVV Position: Q1 2026 in Review

MONECO Advisors reduced its iShares Core S&P 500 ETF (IVV) stake by 3.4% in Q1 2026, selling an estimated $84K and leaving 3,538 shares worth $2.31M. The position accounts for 0.18% of the portfolio, ranked #122.

MONECO Advisors first reported a position in IVV in Q4 2018 and has held it in 30 quarters since. The position peaked at $2.77M in Q4 2024. 3,982 funds tracked by Wall St. Rank hold IVV as of Q1 2026.

  • MONECO Advisors held 3,538 shares of iShares Core S&P 500 ETF worth $2.31M as of Q1 2026.
  • MONECO Advisors sold 123 iShares Core S&P 500 ETF shares in Q1 2026, an estimated $84K.
  • iShares Core S&P 500 ETF made up 0.18% of MONECO Advisors's portfolio in Q1 2026, its #122 holding.
  • MONECO Advisors first reported a position in iShares Core S&P 500 ETF in Q4 2018 and has held it in 30 quarters since.
  • MONECO Advisors's iShares Core S&P 500 ETF position peaked at $2.77M in Q4 2024.
  • 3,982 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q1 2026.

Based on MONECO Advisors's 13F filing for Q1 2026, filed 8 May 2026.