Vienna Asset Management’s iShares Core S&P 500 ETF IVV Stock Holding History

Vienna Asset Management’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	$2.13M	Buy	2,845 +2,501	+727%	+$1.82M	1.49%	21
2026 Q1	$225K	Buy	344 +1	+0.3%	+$683	0.17%	56
2025 Q4	$235K	Buy	343 +1	+0.3%	+$679	0.13%	52
2025 Q3	$229K	Buy	342 +1	+0.3%	+$644	0.14%	52
2025 Q2	$212K	Sell	341 -204	-37%	-$117K	0.15%	51
2025 Q1	$306K	Sell	545 -252	-32%	-$149K	0.24%	38
2024 Q4	$469K	Buy	797 +286	+56%	+$169K	0.32%	38
2024 Q3	$295K	Buy	511 +2	+0.4%	+$1.11K	0.22%	34
2024 Q2	$279K	Buy	509 +1	+0.2%	+$526	0.23%	45
2024 Q1	$267K	Buy	508 +2	+0.4%	+$1K	0.24%	37
2023 Q4	$240K	Buy	+506	New	+$226K	0.22%	36
2022 Q3	$613K	Buy	2,617 +589	+29%	+$235K	1.7%	12
2022 Q2	$507K	Buy	+2,028	New	+$834K	1.87%	12

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

Vienna Asset Management's IVV Position: Q2 2026 in Review

Vienna Asset Management increased its iShares Core S&P 500 ETF (IVV) stake by 727% in Q2 2026, buying an estimated $1.82M and bringing the position to 2,845 shares worth $2.13M. The position accounts for 1.49% of the portfolio, ranked #21.

Vienna Asset Management first reported a position in IVV in Q2 2022 and has held it in 13 quarters since. 4,115 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

Vienna Asset Management held 2,845 shares of iShares Core S&P 500 ETF worth $2.13M as of Q2 2026.
Vienna Asset Management bought 2,501 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $1.82M.
iShares Core S&P 500 ETF made up 1.49% of Vienna Asset Management's portfolio in Q2 2026, its #21 holding.
Vienna Asset Management first reported a position in iShares Core S&P 500 ETF in Q2 2022 and has held it in 13 quarters since.
4,115 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Vienna Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.