EF
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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
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
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CI
Constellation Investments Montgomery, Ohio $3.18B AUM 15.57% 1-Year Est. Return
SAM
Simplify Asset Management Las Vegas, Nevada $7.19B AUM 6.88% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
MMI
Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return
OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return
LWMT
Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
BOF
Bank of Finland Helsinki, Finland $1.54B AUM 15.84% 1-Year Est. Return
FTWA
Fifth Third Wealth Advisors Cincinnati, Ohio $3.58B AUM 34.55% 1-Year Est. Return

Envision Financial's IVV Position: Q2 2026 in Review

Envision Financial reduced its iShares Core S&P 500 ETF (IVV) stake by 1.3% in Q2 2026, selling an estimated $35.7K and leaving 3,690 shares worth $2.76M. The position accounts for 1.27% of the portfolio, ranked #20.

Envision Financial first reported a position in IVV in Q4 2024 and has held it in 7 quarters since. 853 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

  • Envision Financial held 3,690 shares of iShares Core S&P 500 ETF worth $2.76M as of Q2 2026.
  • Envision Financial sold 49 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $35.7K.
  • iShares Core S&P 500 ETF made up 1.27% of Envision Financial's portfolio in Q2 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 7 quarters since.
  • 853 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Envision Financial's 13F filing for Q2 2026, filed 10 Jul 2026.