Monograph Wealth Advisors’s iShares S&P 500 Growth ETF IVW Stock Holding History

Monograph Wealth Advisors’s Portfolio IVW Stock Details IVW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$860K	Hold	6,256	–	–	0.07%	67
2026 Q1	$708K	Hold	6,256	–	–	0.07%	72
2025 Q4	$771K	Hold	6,256	–	–	0.08%	72
2025 Q3	$755K	Hold	6,256	–	–	0.08%	75
2025 Q2	$689K	Hold	6,256	–	–	0.08%	66
2025 Q1	$581K	Hold	6,256	–	–	0.08%	66
2024 Q4	$635K	Hold	6,256	–	–	0.08%	59
2024 Q3	$599K	Hold	6,256	–	–	0.08%	68
2024 Q2	$579K	Hold	6,256	–	–	0.08%	59
2024 Q1	$528K	Hold	6,256	–	–	0.08%	92
2023 Q4	$470K	Hold	6,256	–	–	0.08%	60
2023 Q3	$429K	Hold	6,256	–	–	0.08%	75
2023 Q2	$441K	Hold	6,256	–	–	0.09%	53
2023 Q1	$400K	Sell	6,256 -5,825	-48%	-$356K	0.09%	57
2022 Q4	$707K	Buy	12,081 +5,825	+93%	+$350K	0.19%	40
2022 Q3	$362K	Hold	6,256	–	–	0.12%	53
2022 Q2	$378K	Hold	6,256	–	–	0.11%	54
2022 Q1	$478K	Hold	6,256	–	–	0.12%	54
2021 Q4	$523K	Buy	+6,256	New	+$504K	0.13%	50

Other funds holding IVW

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

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

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

LPL Financial San Diego, California $445B AUM 25.58% 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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

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

Monograph Wealth Advisors held its iShares S&P 500 Growth ETF (IVW) position steady in Q2 2026 at 6,256 shares worth $860K. The position accounts for 0.07% of the portfolio, ranked #67.

Monograph Wealth Advisors first reported a position in IVW in Q4 2021 and has held it in 19 quarters since. 2,133 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

Monograph Wealth Advisors held 6,256 shares of iShares S&P 500 Growth ETF worth $860K as of Q2 2026.
Monograph Wealth Advisors left its iShares S&P 500 Growth ETF share count unchanged in Q2 2026.
iShares S&P 500 Growth ETF made up 0.07% of Monograph Wealth Advisors's portfolio in Q2 2026, its #67 holding.
Monograph Wealth Advisors first reported a position in iShares S&P 500 Growth ETF in Q4 2021 and has held it in 19 quarters since.
2,133 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

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