MFG
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Monumental Financial Group’s iShares Core S&P 500 ETF IVV Stock Holding History

Monumental Financial Group’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
2024
Q3 		$32.1M Buy
55,699
+4,970
+10% +$2.76M 11.92% 1
2024
Q2 		$27.8M Buy
50,729
+5,808
+13% +$3.05M 12.11% 2
2024
Q1 		$23.6M Buy
44,921
+5,170
+13% +$2.59M 12.56% 2
2023
Q4 		$19M Buy
39,751
+2,672
+7% +$1.2M 11.32% 2
2023
Q3 		$15.9M Buy
37,079
+3,416
+10% +$1.53M 10.6% 2
2023
Q2 		$15M Buy
33,663
+56
+0.2% +$23.6K 10.1% 2
2023
Q1 		$13.8M Buy
33,607
+127
+0.4% +$50.9K 9.89% 1
2022
Q4 		$12.9M Sell
33,480
-16,707
-33% -$6.45M 10.38% 1
2022
Q3 		$18M Buy
50,187
+8,543
+21% +$3.41M 17.04% 1
2022
Q2 		$15.8M Sell
41,644
-7,050
-14% -$2.9M 14.51% 1
2022
Q1 		$22.1M Buy
48,694
+1,413
+3% +$632K 18.27% 1
2021
Q4 		$22.6M Buy
47,281
+1,240
+3% +$571K 16.16% 1
2021
Q3 		$19.8M Buy
46,041
+3,879
+9% +$1.72M 15.84% 1
2021
Q2 		$18.1M Buy
42,162
+40,394
+2,285% +$16.9M 15.5% 1
2021
Q1 		$703K Buy
+1,768
New +$685K 0.67% 27

Other funds holding IVV

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Monumental Financial Group's IVV Position: Q3 2024 in Review

Monumental Financial Group increased its iShares Core S&P 500 ETF (IVV) stake by 9.8% in Q3 2024, buying an estimated $2.76M and bringing the position to 55,699 shares worth $32.1M. The position accounts for 11.92% of the portfolio, ranked #1.

Monumental Financial Group first reported a position in IVV in Q1 2021 and has held it in 15 quarters since. 3,208 funds tracked by Wall St. Rank hold IVV as of Q3 2024.

  • Monumental Financial Group held 55,699 shares of iShares Core S&P 500 ETF worth $32.1M as of Q3 2024.
  • Monumental Financial Group bought 4,970 iShares Core S&P 500 ETF shares in Q3 2024, an estimated $2.76M.
  • iShares Core S&P 500 ETF made up 11.92% of Monumental Financial Group's portfolio in Q3 2024, its #1 holding.
  • Monumental Financial Group first reported a position in iShares Core S&P 500 ETF in Q1 2021 and has held it in 15 quarters since.
  • 3,208 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q3 2024.

Based on Monumental Financial Group's 13F filing for Q3 2024, filed 21 Oct 2024.