Moneda SA Administradora General de Fondos’s iShares Core S&P 500 ETF IVV Stock Holding History

Moneda SA Administradora General de Fondos’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	$7.12M	Buy	+9,508	New	+$6.92M	5.84%	2
2026 Q1	–	Sell	-9,480	Closed	-$6.49M	–	30
2025 Q4	$6.49M	Buy	9,480 +780	+9%	+$530K	5.83%	3
2025 Q3	$5.96M	Hold	8,700	–	–	6.58%	2
2025 Q2	$5.4M	Hold	8,700	–	–	5.85%	5
2025 Q1	$4.89M	Hold	8,700	–	–	5.25%	6
2024 Q4	$5.12M	Hold	8,700	–	–	5.33%	6
2024 Q3	$5.02M	Hold	8,700	–	–	4.15%	7
2024 Q2	$4.76M	Hold	8,700	–	–	3.35%	8
2024 Q1	$4.57M	Hold	8,700	–	–	2.57%	9
2023 Q4	$4.16M	Sell	8,700 -1,015	-10%	-$454K	1.87%	10
2023 Q3	$4.17M	Sell	9,715 -4,399	-31%	-$1.97M	2.63%	9
2023 Q2	$6.29M	Buy	14,114 +4,981	+55%	+$2.1M	4.51%	7
2023 Q1	$3.75M	Sell	9,133 -3,723	-29%	-$1.49M	4.25%	7
2022 Q4	$4.94M	Sell	12,856 -471	-4%	-$182K	4.08%	7
2022 Q3	$4.78M	Sell	13,327 -2,029	-13%	-$810K	3.86%	6
2022 Q2	$5.82M	Buy	15,356 +4,364	+40%	+$1.8M	4.33%	6
2022 Q1	$4.99M	Buy	10,992 +2,688	+32%	+$1.2M	2.37%	13
2021 Q4	$3.96M	Sell	8,304 -2,954	-26%	-$1.36M	2.23%	12
2021 Q3	$4.85M	Sell	11,258 -1,775	-14%	-$787K	2.73%	10
2021 Q2	$5.6M	Sell	13,033 -105	-0.8%	-$44K	2.4%	10
2021 Q1	$5.23M	Buy	13,138 +4,442	+51%	+$1.72M	2.89%	8
2020 Q4	$3.26M	Sell	8,696 -650	-7%	-$231K	1.89%	10
2020 Q3	$3.14M	Hold	9,346	–	–	2.59%	8
2020 Q2	$2.79M	Buy	9,346 +4,314	+86%	+$1.27M	2.57%	7
2020 Q1	$1.3M	Buy	5,032 +1,955	+64%	+$599K	2.72%	13
2019 Q4	$995K	Buy	+3,077	New	+$952K	1.38%	26

Other funds holding IVV

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capula Management Grand Cayman, Cayman Islands $28B AUM 22.67% 1-Year Est. Return

Moneda SA Administradora General de Fondos's IVV Position: Q2 2026 in Review

Moneda SA Administradora General de Fondos opened a new position in iShares Core S&P 500 ETF (IVV) in Q2 2026: 9,508 shares worth $7.12M. The stake represents 5.84% of the portfolio and ranks #2 among its holdings. This is a return to the name: Moneda SA Administradora General de Fondos previously reported a position in IVV as recently as Q4 2025.

Moneda SA Administradora General de Fondos first reported a position in IVV in Q4 2019 and has held it in 26 quarters since. 4,112 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

Moneda SA Administradora General de Fondos held 9,508 shares of iShares Core S&P 500 ETF worth $7.12M as of Q2 2026.
iShares Core S&P 500 ETF was a new Moneda SA Administradora General de Fondos position in Q2 2026.
iShares Core S&P 500 ETF made up 5.84% of Moneda SA Administradora General de Fondos's portfolio in Q2 2026, its #2 holding.
Moneda SA Administradora General de Fondos first reported a position in iShares Core S&P 500 ETF in Q4 2019 and has held it in 26 quarters since.
4,112 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Moneda SA Administradora General de Fondos's 13F filing for Q2 2026, filed 14 Aug 2026.