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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
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
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 $374B AUM 17.66% 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

Moneda SA Administradora General de Fondos's IVV Position: Q1 2026 in Review

Moneda SA Administradora General de Fondos sold out of iShares Core S&P 500 ETF (IVV) in Q1 2026, closing a stake of 9,480 shares — an estimated $6.49M sold.

Moneda SA Administradora General de Fondos first reported a position in IVV in Q4 2019 and held it in 25 quarters. The position peaked at $6.49M in Q4 2025. 3,977 funds tracked by Wall St. Rank hold IVV as of Q1 2026.

  • Moneda SA Administradora General de Fondos reported no remaining iShares Core S&P 500 ETF position as of Q1 2026 after selling out during the quarter.
  • Moneda SA Administradora General de Fondos sold 9,480 iShares Core S&P 500 ETF shares in Q1 2026, an estimated $6.49M.
  • Moneda SA Administradora General de Fondos first reported a position in iShares Core S&P 500 ETF in Q4 2019 and held it in 25 quarters.
  • Moneda SA Administradora General de Fondos's iShares Core S&P 500 ETF position peaked at $6.49M in Q4 2025.
  • 3,977 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q1 2026.

Based on Moneda SA Administradora General de Fondos's 13F filing for Q1 2026, filed 15 May 2026.