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 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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 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

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Monument Group Wealth Advisors's IVV Position: Q1 2026 in Review

Monument Group Wealth Advisors held its iShares Core S&P 500 ETF (IVV) position steady in Q1 2026 at 991 shares worth $647K. The position accounts for 0.36% of the portfolio, ranked #16.

Monument Group Wealth Advisors first reported a position in IVV in Q4 2023 and has held it in 10 quarters since. The position peaked at $679K in Q4 2025. 3,977 funds tracked by Wall St. Rank hold IVV as of Q1 2026.

Monument Group Wealth Advisors held 991 shares of iShares Core S&P 500 ETF worth $647K as of Q1 2026.
Monument Group Wealth Advisors left its iShares Core S&P 500 ETF share count unchanged in Q1 2026.
iShares Core S&P 500 ETF made up 0.36% of Monument Group Wealth Advisors's portfolio in Q1 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 10 quarters since.
Monument Group Wealth Advisors's iShares Core S&P 500 ETF position peaked at $679K in Q4 2025.
3,977 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q1 2026.

Based on Monument Group Wealth Advisors's 13F filing for Q1 2026, filed 22 Apr 2026.