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

Vantage Point 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	$510K	Buy	681 +43	+7%	+$31.3K	0.16%	97
2026 Q1	$416K	Sell	638 -13	-2%	-$8.88K	0.15%	98
2025 Q4	$446K	Buy	651 +4	+0.6%	+$2.72K	0.16%	100
2025 Q3	$433K	Sell	647 -19	-3%	-$12.2K	0.17%	95
2025 Q2	$414K	Buy	666 +6	+0.9%	+$3.44K	0.18%	88
2025 Q1	$371K	Sell	660 -44	-6%	-$26K	0.19%	82
2024 Q4	$415K	Buy	+704	New	+$417K	0.22%	71

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

Vantage Point Financial's IVV Position: Q2 2026 in Review

Vantage Point Financial increased its iShares Core S&P 500 ETF (IVV) stake by 6.7% in Q2 2026, buying an estimated $31.3K and bringing the position to 681 shares worth $510K. The position accounts for 0.16% of the portfolio, ranked #97.

Vantage Point Financial first reported a position in IVV in Q4 2024 and has held it in 7 quarters since. 4,084 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

Vantage Point Financial held 681 shares of iShares Core S&P 500 ETF worth $510K as of Q2 2026.
Vantage Point Financial bought 43 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $31.3K.
iShares Core S&P 500 ETF made up 0.16% of Vantage Point Financial's portfolio in Q2 2026, its #97 holding.
Vantage Point Financial first reported a position in iShares Core S&P 500 ETF in Q4 2024 and has held it in 7 quarters since.
4,084 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Vantage Point Financial's 13F filing for Q2 2026, filed 14 Aug 2026.