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 Q2	$42M	Buy	56,037 +1,200	+2%	+$874K	3.45%	6
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 $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

Monograph Wealth Advisors's IVV Position: Q2 2026 in Review

Monograph Wealth Advisors increased its iShares Core S&P 500 ETF (IVV) stake by 2.2% in Q2 2026, buying an estimated $874K and bringing the position to 56,037 shares worth $42M. The position accounts for 3.45% of the portfolio, ranked #6.

Monograph Wealth Advisors first reported a position in IVV in Q4 2021 and has held it in 19 quarters since. 4,111 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

Monograph Wealth Advisors held 56,037 shares of iShares Core S&P 500 ETF worth $42M as of Q2 2026.
Monograph Wealth Advisors bought 1,200 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $874K.
iShares Core S&P 500 ETF made up 3.45% of Monograph Wealth Advisors's portfolio in Q2 2026, its #6 holding.
Monograph Wealth Advisors first reported a position in iShares Core S&P 500 ETF in Q4 2021 and has held it in 19 quarters since.
4,111 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Monograph Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.