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MontVue Capital Management’s iShares Core S&P 500 ETF IVV Stock Holding History

MontVue Capital Management’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 		– Sell
-304
Closed -$208K – 68
2025
Q4 		$208K Hold
304
– – 0.14% 64
2025
Q3 		$203K Buy
+304
New +$196K 0.14% 65

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Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Marshall Wace
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Creative Planning
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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

MontVue Capital Management's IVV Position: Q1 2026 in Review

MontVue Capital Management sold out of iShares Core S&P 500 ETF (IVV) in Q1 2026, closing a stake of 304 shares — an estimated $208K sold.

MontVue Capital Management first reported a position in IVV in Q3 2025 and held it in 2 quarters. The position peaked at $208K in Q4 2025. 3,977 funds tracked by Wall St. Rank hold IVV as of Q1 2026.

  • MontVue Capital Management reported no remaining iShares Core S&P 500 ETF position as of Q1 2026 after selling out during the quarter.
  • MontVue Capital Management sold 304 iShares Core S&P 500 ETF shares in Q1 2026, an estimated $208K.
  • MontVue Capital Management first reported a position in iShares Core S&P 500 ETF in Q3 2025 and held it in 2 quarters.
  • MontVue Capital Management's iShares Core S&P 500 ETF position peaked at $208K in Q4 2025.
  • 3,977 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q1 2026.

Based on MontVue Capital Management's 13F filing for Q1 2026, filed 16 Apr 2026.