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 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 $374B AUM 17.66% 1-Year Est. Return

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

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

LPL Financial San Diego, California $377B AUM 19.32% 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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

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

Monograph Wealth Advisors held its iShares S&P 500 Growth ETF (IVW) position steady in Q1 2026 at 6,256 shares worth $708K. The position accounts for 0.07% of the portfolio, ranked #72.

Monograph Wealth Advisors first reported a position in IVW in Q4 2021 and has held it in 18 quarters since. The position peaked at $771K in Q4 2025. 2,040 funds tracked by Wall St. Rank hold IVW as of Q1 2026.

Monograph Wealth Advisors held 6,256 shares of iShares S&P 500 Growth ETF worth $708K as of Q1 2026.
Monograph Wealth Advisors left its iShares S&P 500 Growth ETF share count unchanged in Q1 2026.
iShares S&P 500 Growth ETF made up 0.07% of Monograph Wealth Advisors's portfolio in Q1 2026, its #72 holding.
Monograph Wealth Advisors first reported a position in iShares S&P 500 Growth ETF in Q4 2021 and has held it in 18 quarters since.
Monograph Wealth Advisors's iShares S&P 500 Growth ETF position peaked at $771K in Q4 2025.
2,040 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q1 2026.

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