Monograph Wealth Advisors’s iShares Core S&P 500 ETF IVV Stock Holding History

Monograph Wealth 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	$35.8M	Hold	54,837	–	–	3.4%	7
2025 Q4	$37.6M	Sell	54,837 -680	-1%	-$462K	3.69%	5
2025 Q3	$37.2M	Buy	55,517 +50,680	+1,048%	+$32.6M	3.76%	5
2025 Q2	$3M	Hold	4,837	–	–	0.37%	31
2025 Q1	$2.72M	Hold	4,837	–	–	0.37%	30
2024 Q4	$2.85M	Hold	4,837	–	–	0.38%	31
2024 Q3	$2.79M	Buy	4,837 +3,400	+237%	+$1.89M	0.36%	29
2024 Q2	$786K	Hold	1,437	–	–	0.11%	51
2024 Q1	$755K	Hold	1,437	–	–	0.11%	71
2023 Q4	$686K	Hold	1,437	–	–	0.12%	44
2023 Q3	$620K	Hold	1,437	–	–	0.12%	59
2023 Q2	$640K	Sell	1,437 -58	-4%	-$24.4K	0.14%	41
2023 Q1	$615K	Buy	1,495 +741	+98%	+$297K	0.14%	39
2022 Q4	$290K	Hold	754	–	–	0.08%	73
2022 Q3	$270K	Hold	754	–	–	0.09%	58
2022 Q2	$286K	Hold	754	–	–	0.08%	60
2022 Q1	$342K	Hold	754	–	–	0.09%	64
2021 Q4	$360K	Buy	+754	New	+$347K	0.09%	62

Other funds holding IVV

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Monograph Wealth Advisors's IVV Position: Q1 2026 in Review

Monograph Wealth Advisors held its iShares Core S&P 500 ETF (IVV) position steady in Q1 2026 at 54,837 shares worth $35.8M. The position accounts for 3.4% of the portfolio, ranked #7.

Monograph Wealth Advisors first reported a position in IVV in Q4 2021 and has held it in 18 quarters since. The position peaked at $37.6M in Q4 2025. 3,977 funds tracked by Wall St. Rank hold IVV as of Q1 2026.

Monograph Wealth Advisors held 54,837 shares of iShares Core S&P 500 ETF worth $35.8M as of Q1 2026.
Monograph Wealth Advisors left its iShares Core S&P 500 ETF share count unchanged in Q1 2026.
iShares Core S&P 500 ETF made up 3.4% of Monograph Wealth Advisors's portfolio in Q1 2026, its #7 holding.
Monograph Wealth Advisors first reported a position in iShares Core S&P 500 ETF in Q4 2021 and has held it in 18 quarters since.
Monograph Wealth Advisors's iShares Core S&P 500 ETF position peaked at $37.6M in Q4 2025.
3,977 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q1 2026.

Based on Monograph Wealth Advisors's 13F filing for Q1 2026, filed 13 May 2026.