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IVV
Showing 8 of 29 quarters

Position history for MONETA GROUP INVESTMENT ADVISORS LLC's holdings in iShares Trust CORE S&P500 ETF

MONETA GROUP INVESTMENT ADVISORS LLC holds 550,875 shares of IVV (iShares Trust CORE S&P500 ETF), worth $359.8M as of 2026-Q1. The position was increased (+1.9% shares). IVV represents 2.7% of MONETA GROUP INVESTMENT ADVISORS LLC's portfolio.

Current Value

$359.8M

Current Shares

550,875

Total Value Change

+$121.7M

Total Shares Change

+115,619

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q1
Latest
Increased
550,875
+1.9%
$359.8M2.7%$683.37
54
2025-Q4
Increased
540,665
+0.5%
$370.3M2.8%$689.92
53
2025-Q3
Increased
537,962
+2.0%
$360.1M2.9%$664.41
54
2025-Q2
Increased
527,554
+6.4%
$327.6M3.9%$613.43
61
2025-Q1
Increased
495,663
+4.4%
$278.5M3.8%$552.75
59
2024-Q4
Increased
474,839
+1.9%
$279.5M3.9%$583.48
58
2024-Q3
Increased
465,913
+7.0%
$268.7M3.9%$564.81
61
2024-Q2
Decreased
435,256
-0.8%
$238.2M3.8%$536.31
0

Other major holders of IVV: BlackRock, Inc.

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