MONECO Advisors’s iShares S&P 500 Growth ETF IVW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $1.29M | Buy |
9,414
+560
| +6% | +$73.9K | 0.08% | 232 |
|
|
2026
Q1 | $1M | Buy |
8,854
+109
| +1% | +$13.1K | 0.08% | 213 |
|
|
2025
Q4 | $1.08M | Buy |
8,745
+28
| +0.3% | +$3.43K | 0.09% | 203 |
|
|
2025
Q3 | $1.05M | Sell |
8,717
-115
| -1% | -$13.2K | 0.09% | 197 |
|
|
2025
Q2 | $972K | Sell |
8,832
-825
| -9% | -$81.7K | 0.09% | 195 |
|
|
2025
Q1 | $896K | Sell |
9,657
-646
| -6% | -$65.1K | 0.09% | 191 |
|
|
2024
Q4 | $1.05M | Buy |
10,303
+123
| +1% | +$12.3K | 0.11% | 175 |
|
|
2024
Q3 | $975K | Sell |
10,180
-140
| -1% | -$12.9K | 0.12% | 160 |
|
|
2024
Q2 | $955K | Buy |
10,320
+34
| +0.3% | +$2.93K | 0.14% | 154 |
|
|
2024
Q1 | $869K | Sell |
10,286
-59
| -0.6% | -$4.74K | 0.14% | 168 |
|
|
2023
Q4 | $777K | Buy |
10,345
+41
| +0.4% | +$2.92K | 0.15% | 163 |
|
|
2023
Q3 | $705K | Hold |
10,304
| – | – | 0.19% | 130 |
|
|
2023
Q2 | $726K | Buy |
10,304
+14
| +0.1% | +$926 | 0.2% | 127 |
|
|
2023
Q1 | $657K | Buy |
10,290
+116
| +1% | +$7.09K | 0.19% | 127 |
|
|
2022
Q4 | $595K | Sell |
10,174
-51
| -0.5% | -$3.06K | 0.22% | 117 |
|
|
2022
Q3 | $592K | Sell |
10,225
-172
| -2% | -$11.2K | 0.24% | 103 |
|
|
2022
Q2 | $627K | Sell |
10,397
-1,035
| -9% | -$68.5K | 0.24% | 98 |
|
|
2022
Q1 | $873K | Buy |
11,432
+12
| +0.1% | +$902 | 0.32% | 69 |
|
|
2021
Q4 | $858K | Sell |
11,420
-485
| -4% | -$39.1K | 0.32% | 76 |
|
|
2021
Q3 | $880K | Sell |
11,905
-1,024
| -8% | -$78.1K | 0.35% | 68 |
|
|
2021
Q2 | $940K | Sell |
12,929
-3,814
| -23% | -$264K | 0.43% | 58 |
|
|
2021
Q1 | $1.09M | Buy |
16,743
+55
| +0.3% | +$3.56K | 0.53% | 46 |
|
|
2020
Q4 | $1.07M | Sell |
16,688
-476
| -3% | -$28.9K | 0.59% | 40 |
|
|
2020
Q3 | $992K | Buy |
17,164
+1,396
| +9% | +$79K | 0.63% | 35 |
|
|
2020
Q2 | $818K | Sell |
15,768
-176
| -1% | -$8.44K | 0.64% | 38 |
|
|
2020
Q1 | $658K | Sell |
15,944
-532
| -3% | -$25.2K | 0.67% | 37 |
|
|
2019
Q4 | $836K | Sell |
16,476
-140
| -0.8% | -$6.49K | 0.59% | 39 |
|
|
2019
Q3 | $748K | Sell |
16,616
-1,108
| -6% | -$50.1K | 0.58% | 38 |
|
|
2019
Q2 | $794K | Sell |
17,724
-744
| -4% | -$32.7K | 0.64% | 36 |
|
|
2019
Q1 | $796K | Buy |
18,468
+72
| +0.4% | +$2.95K | 0.64% | 38 |
|
|
2018
Q4 | $693K | Buy |
+18,396
| New | +$744K | 0.81% | 30 |
|
Other funds holding IVW
MONECO Advisors's IVW Position: Q2 2026 in Review
MONECO Advisors increased its iShares S&P 500 Growth ETF (IVW) stake by 6.3% in Q2 2026, buying an estimated $73.9K and bringing the position to 9,414 shares worth $1.29M. The position accounts for 0.08% of the portfolio, ranked #232.
MONECO Advisors first reported a position in IVW in Q4 2018 and has held it in 31 quarters since. 2,140 funds tracked by Wall St. Rank hold IVW as of Q2 2026.
- MONECO Advisors held 9,414 shares of iShares S&P 500 Growth ETF worth $1.29M as of Q2 2026.
- MONECO Advisors bought 560 iShares S&P 500 Growth ETF shares in Q2 2026, an estimated $73.9K.
- iShares S&P 500 Growth ETF made up 0.08% of MONECO Advisors's portfolio in Q2 2026, its #232 holding.
- MONECO Advisors first reported a position in iShares S&P 500 Growth ETF in Q4 2018 and has held it in 31 quarters since.
- 2,140 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.
Based on MONECO Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.