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 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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capula Management Grand Cayman, Cayman Islands $28B AUM 22.67% 1-Year Est. Return

Monument Group Wealth Advisors's IVV Position: Q2 2026 in Review

Monument Group Wealth Advisors reduced its iShares Core S&P 500 ETF (IVV) stake by 1.3% in Q2 2026, selling an estimated $9.47K and leaving 978 shares worth $733K. 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 11 quarters since. 4,112 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

Monument Group Wealth Advisors held 978 shares of iShares Core S&P 500 ETF worth $733K as of Q2 2026.
Monument Group Wealth Advisors sold 13 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $9.47K.
iShares Core S&P 500 ETF made up 0.35% of Monument Group Wealth Advisors's portfolio in Q2 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 11 quarters since.
4,112 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Monument Group Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.