Venture Visionary Partners’s iShares Core S&P 500 ETF IVV Stock Holding History

Venture Visionary Partners’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	$21.1M	Buy	28,157 +3,110	+12%	+$2.26M	0.59%	37
2026 Q1	$16.4M	Sell	25,047 -950	-4%	-$649K	0.54%	39
2025 Q4	$17.9M	Buy	25,997 +1,881	+8%	+$1.28M	0.58%	37
2025 Q3	$16.1M	Buy	24,116 +1,171	+5%	+$754K	0.55%	41
2025 Q2	$14.2M	Buy	22,945 +549	+2%	+$315K	0.53%	42
2025 Q1	$12.6M	Buy	22,396 +550	+3%	+$325K	0.53%	49
2024 Q4	$12.9M	Buy	21,846 +370	+2%	+$219K	0.54%	44
2024 Q3	$12.4M	Buy	21,476 +324	+2%	+$180K	0.54%	46
2024 Q2	$11.6M	Buy	21,152 +2,946	+16%	+$1.55M	0.53%	45
2024 Q1	$9.57M	Sell	18,206 -546	-3%	-$273K	0.45%	56
2023 Q4	$8.96M	Buy	18,752 +475	+3%	+$213K	0.47%	54
2023 Q3	$7.85M	Sell	18,277 -1,236	-6%	-$553K	0.47%	56
2023 Q2	$8.7M	Sell	19,513 -95	-0.5%	-$40K	0.51%	51
2023 Q1	$8.06M	Sell	19,608 -269	-1%	-$108K	0.51%	50
2022 Q4	$7.64M	Sell	19,877 -5,557	-22%	-$2.14M	0.55%	42
2022 Q3	$9.12M	Sell	25,434 -276	-1%	-$110K	0.74%	32
2022 Q2	$9.75M	Sell	25,710 -8,612	-25%	-$3.54M	0.74%	32
2022 Q1	$15.6M	Sell	34,322 -980	-3%	-$438K	1.04%	21
2021 Q4	$16.8M	Buy	35,302 +1,026	+3%	+$473K	1.09%	19
2021 Q3	$14.7M	Buy	34,276 +585	+2%	+$259K	1.05%	21
2021 Q2	$14.5M	Buy	33,691 +1,695	+5%	+$710K	1.16%	17
2021 Q1	$12.7M	Buy	31,996 +9,905	+45%	+$3.83M	1.06%	22
2020 Q4	$8.29M	Buy	22,091 +16,733	+312%	+$5.96M	0.91%	27
2020 Q3	$1.8M	Buy	5,358 +877	+20%	+$292K	0.44%	43
2020 Q2	$1.39M	Sell	4,481 -743	-14%	-$218K	0.4%	43
2020 Q1	$1.35M	Buy	5,224 +400	+8%	+$123K	0.51%	35
2019 Q4	$1.56M	Buy	+4,824	New	+$1.49M	0.47%	39

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

Venture Visionary Partners's IVV Position: Q2 2026 in Review

Venture Visionary Partners increased its iShares Core S&P 500 ETF (IVV) stake by 12% in Q2 2026, buying an estimated $2.26M and bringing the position to 28,157 shares worth $21.1M. The position accounts for 0.59% of the portfolio, ranked #37.

Venture Visionary Partners first reported a position in IVV in Q4 2019 and has held it in 27 quarters since. 4,085 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

Venture Visionary Partners held 28,157 shares of iShares Core S&P 500 ETF worth $21.1M as of Q2 2026.
Venture Visionary Partners bought 3,110 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $2.26M.
iShares Core S&P 500 ETF made up 0.59% of Venture Visionary Partners's portfolio in Q2 2026, its #37 holding.
Venture Visionary Partners first reported a position in iShares Core S&P 500 ETF in Q4 2019 and has held it in 27 quarters since.
4,085 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Venture Visionary Partners's 13F filing for Q2 2026, filed 27 Jul 2026.