Monetary Solutions’s iShares Core S&P 500 ETF IVV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$446K Buy
595
+139
+30% +$101K 0.38% 39
2026
Q1
$298K Hold
456
0.29% 43
2025
Q4
$312K Buy
+456
New +$310K 0.31% 41

Other funds holding IVV

Monetary Solutions's IVV Position: Q2 2026 in Review

Monetary Solutions increased its iShares Core S&P 500 ETF (IVV) stake by 30% in Q2 2026, buying an estimated $101K and bringing the position to 595 shares worth $446K. The position accounts for 0.38% of the portfolio, ranked #39.

Monetary Solutions first reported a position in IVV in Q4 2025 and has held it in 3 quarters since. 3,556 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

  • Monetary Solutions held 595 shares of iShares Core S&P 500 ETF worth $446K as of Q2 2026.
  • Monetary Solutions bought 139 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $101K.
  • iShares Core S&P 500 ETF made up 0.38% of Monetary Solutions's portfolio in Q2 2026, its #39 holding.
  • Monetary Solutions first reported a position in iShares Core S&P 500 ETF in Q4 2025 and has held it in 3 quarters since.
  • 3,556 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Monetary Solutions's 13F filing for Q2 2026, filed 23 Jul 2026.