Monument Group Wealth Advisors’s iShares Core S&P 500 ETF IVV Stock Holding History

Monument Group 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 Q3	$749K	Hold	978	–	–	0.35%	16
2026 Q2	$733K	Sell	978 -13	-1%	-$9.47K	0.35%	16
2026 Q1	$647K	Hold	991	–	–	0.36%	16
2025 Q4	$679K	Buy	991 +4	+0.4%	+$2.72K	0.37%	16
2025 Q3	$661K	Hold	987	–	–	0.39%	14
2025 Q2	$613K	Buy	987 +2	+0.2%	+$1.15K	0.39%	17
2025 Q1	$554K	Buy	985 +11	+1%	+$6.5K	0.38%	19
2024 Q4	$574K	Buy	974 +2	+0.2%	+$1.18K	0.41%	17
2024 Q3	$561K	Buy	972 +67	+7%	+$37.3K	0.34%	21
2024 Q2	$495K	Buy	905 +321	+55%	+$169K	0.33%	22
2024 Q1	$307K	Sell	584 -22	-4%	-$11K	0.23%	35
2023 Q4	$290K	Buy	+606	New	+$271K	0.25%	30

Other funds holding IVV

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

First Command Advisory Services Fort Worth, Texas $18.4B AUM 14.74% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.6B AUM 18.15% 1-Year Est. Return

Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return

Monument Group Wealth Advisors's IVV Position: Q3 2026 in Review

Monument Group Wealth Advisors held its iShares Core S&P 500 ETF (IVV) position steady in Q3 2026 at 978 shares worth $749K. The position accounts for 0.35% of the portfolio, ranked #16.

Monument Group Wealth Advisors first reported a position in IVV in Q4 2023 and has held it in 12 quarters since. 2,735 funds tracked by Wall St. Rank hold IVV as of Q3 2026.

Monument Group Wealth Advisors held 978 shares of iShares Core S&P 500 ETF worth $749K as of Q3 2026.
Monument Group Wealth Advisors left its iShares Core S&P 500 ETF share count unchanged in Q3 2026.
iShares Core S&P 500 ETF made up 0.35% of Monument Group Wealth Advisors's portfolio in Q3 2026, its #16 holding.
Monument Group Wealth Advisors first reported a position in iShares Core S&P 500 ETF in Q4 2023 and has held it in 12 quarters since.
2,735 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q3 2026.

Based on Monument Group Wealth Advisors's 13F filing for Q3 2026, filed 21 Oct 2026.