Envision Financial’s iShares Core S&P 500 ETF IVV Stock Holding History

Envision Financial’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	$2.26M	Buy	23,331 +19,641	+532%	+$15M	1%	20
2026 Q2	$2.76M	Sell	3,690 -49	-1%	-$35.7K	1.27%	20
2026 Q1	$2.44M	Buy	3,739 +329	+10%	+$225K	1.31%	20
2025 Q4	$2.34M	Sell	3,410 -420	-11%	-$285K	1.23%	22
2025 Q3	$2.56M	Sell	3,830 -3	-0.1%	-$1.93K	1.47%	21
2025 Q2	$2.38M	Buy	3,833 +1	+0%	+$574	1.59%	18
2025 Q1	$2.15M	Hold	3,832	–	–	1.62%	20
2024 Q4	$2.26M	Buy	+3,832	New	+$2.27M	1.81%	18

Other funds holding IVV

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

Japan Science & Technology Agency Tokyo, Japan $5.51B AUM 3.11% 1-Year Est. Return

Alaska Permanent Fund Juneau, Alaska $1.28B AUM 16.36% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Aspiriant LLC Los Angeles, California $4.08B AUM 12.02% 1-Year Est. Return

Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return

Orgel Wealth Management Altoona, Wisconsin $5.3B AUM 8.93% 1-Year Est. Return

JB Capital Wethersfield, Connecticut $2.93B AUM 20.02% 1-Year Est. Return

Halbert Hargrove Global Advisors Long Beach, California $2.29B AUM 13.62% 1-Year Est. Return

TIA

Traphagen Investment Advisors Oradell, New Jersey $1.46B AUM 14.92% 1-Year Est. Return

Envision Financial's IVV Position: Q3 2026 in Review

Envision Financial increased its iShares Core S&P 500 ETF (IVV) stake by 532% in Q3 2026, buying an estimated $15M and bringing the position to 23,331 shares worth $2.26M. The position accounts for 1% of the portfolio, ranked #20.

Envision Financial first reported a position in IVV in Q4 2024 and has held it in 8 quarters since. The position peaked at $2.76M in Q2 2026. 989 funds tracked by Wall St. Rank hold IVV as of Q3 2026.

Envision Financial held 23,331 shares of iShares Core S&P 500 ETF worth $2.26M as of Q3 2026.
Envision Financial bought 19,641 iShares Core S&P 500 ETF shares in Q3 2026, an estimated $15M.
iShares Core S&P 500 ETF made up 1% of Envision Financial's portfolio in Q3 2026, its #20 holding.
Envision Financial first reported a position in iShares Core S&P 500 ETF in Q4 2024 and has held it in 8 quarters since.
Envision Financial's iShares Core S&P 500 ETF position peaked at $2.76M in Q2 2026.
989 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q3 2026.

Based on Envision Financial's 13F filing for Q3 2026, filed 15 Oct 2026.