Monument Capital Management
IVV icon

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

Monument 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
Q3 		$1.13M Buy
1,479
+110
+8% +$83.9K 0.24% 102
2026
Q2 		$1.03M Buy
+1,369
New +$997K 0.21% 108

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Monument Capital Management's IVV Position: Q3 2026 in Review

Monument Capital Management increased its iShares Core S&P 500 ETF (IVV) stake by 8% in Q3 2026, buying an estimated $83.9K and bringing the position to 1,479 shares worth $1.13M. The position accounts for 0.24% of the portfolio, ranked #102.

Monument Capital Management first reported a position in IVV in Q2 2026 and has held it in 2 quarters since. 2,066 funds tracked by Wall St. Rank hold IVV as of Q3 2026.

  • Monument Capital Management held 1,479 shares of iShares Core S&P 500 ETF worth $1.13M as of Q3 2026.
  • Monument Capital Management bought 110 iShares Core S&P 500 ETF shares in Q3 2026, an estimated $83.9K.
  • iShares Core S&P 500 ETF made up 0.24% of Monument Capital Management's portfolio in Q3 2026, its #102 holding.
  • Monument Capital Management first reported a position in iShares Core S&P 500 ETF in Q2 2026 and has held it in 2 quarters since.
  • 2,066 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q3 2026.

Based on Monument Capital Management's 13F filing for Q3 2026, filed 9 Oct 2026.