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 Q3	$33.7M	Buy	44,046 +15,889	+56%	+$12.1M	0.88%	22
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

FFA

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

AWE

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

BOF

Bank of Finland Helsinki, Finland $1.38B AUM 11.75% 1-Year Est. Return

LPT

Legacy Private Trust Neenah, Wisconsin $1.83B AUM 13% 1-Year Est. Return

AAG

Armstrong Advisory Group Needham, Massachusetts $1.66B AUM 13.15% 1-Year Est. Return

VFA

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return

LFG

Leverty Financial Group Hudson, Wisconsin $549M AUM 10.43% 1-Year Est. Return

Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return

BSB

Bangor Savings Bank Bangor, Maine $1.31B AUM 12.25% 1-Year Est. Return

FWCM

Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return

Venture Visionary Partners's IVV Position: Q3 2026 in Review

Venture Visionary Partners increased its iShares Core S&P 500 ETF (IVV) stake by 56% in Q3 2026, buying an estimated $12.1M and bringing the position to 44,046 shares worth $33.7M. The position accounts for 0.88% of the portfolio, ranked #22.

Venture Visionary Partners first reported a position in IVV in Q4 2019 and has held it in 28 quarters since. 245 funds tracked by Wall St. Rank hold IVV as of Q3 2026.

Venture Visionary Partners held 44,046 shares of iShares Core S&P 500 ETF worth $33.7M as of Q3 2026.
Venture Visionary Partners bought 15,889 iShares Core S&P 500 ETF shares in Q3 2026, an estimated $12.1M.
iShares Core S&P 500 ETF made up 0.88% of Venture Visionary Partners's portfolio in Q3 2026, its #22 holding.
Venture Visionary Partners first reported a position in iShares Core S&P 500 ETF in Q4 2019 and has held it in 28 quarters since.
245 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q3 2026.

Based on Venture Visionary Partners's 13F filing for Q3 2026, filed 7 Oct 2026.