VT
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Vise Technologies’s iShares Core S&P 500 ETF IVV Stock Holding History

Vise Technologies’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 		$129M Buy
172,579
+90,854
+111% +$66.2M 1.46% 11
2026
Q1 		$56M Hold
81,725
– – 1.1% 15
2025
Q4 		$56M Buy
81,725
+39,385
+93% +$26.7M 1.1% 15
2025
Q3 		$28.3M Sell
42,340
-16,051
-27% -$10.3M 1.05% 11
2025
Q2 		$36.3M Buy
+58,391
New +$33.5M 1.5% 6
2024
Q4 		$12.9M Buy
21,872
+12,643
+137% +$7.48M 1.07% 13
2024
Q3 		$5.32M Sell
9,229
-619
-6% -$344K 0.68% 27
2024
Q2 		$5.39M Buy
9,848
+6,386
+184% +$3.36M 0.95% 21
2024
Q1 		$1.82M Sell
3,462
-335
-9% -$168K 0.36% 68
2023
Q4 		$1.81M Buy
3,797
+90
+2% +$40.3K 0.39% 64
2023
Q3 		$1.59M Buy
3,707
+2,062
+125% +$922K 0.39% 66
2023
Q2 		$733K Sell
1,645
-308
-16% -$130K 0.18% 125
2023
Q1 		$803K Buy
1,953
+1,217
+165% +$488K 0.21% 110
2022
Q4 		$283K Buy
+736
New +$284K 0.09% 245
2022
Q3 		– Sell
-707
Closed -$268K – 323
2022
Q2 		$268K Sell
707
-591
-46% -$243K 0.1% 224
2022
Q1 		$589K Sell
1,298
-20
-2% -$8.95K 0.22% 111
2021
Q4 		$629K Buy
+1,318
New +$607K 0.17% 82

Other funds holding IVV

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
CM
Capula Management Grand Cayman, Cayman Islands $28B AUM 22.67% 1-Year Est. Return

Vise Technologies's IVV Position: Q2 2026 in Review

Vise Technologies increased its iShares Core S&P 500 ETF (IVV) stake by 111% in Q2 2026, buying an estimated $66.2M and bringing the position to 172,579 shares worth $129M. The position accounts for 1.46% of the portfolio, ranked #11.

Vise Technologies first reported a position in IVV in Q4 2021 and has held it in 17 quarters since. 4,101 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

  • Vise Technologies held 172,579 shares of iShares Core S&P 500 ETF worth $129M as of Q2 2026.
  • Vise Technologies bought 90,854 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $66.2M.
  • iShares Core S&P 500 ETF made up 1.46% of Vise Technologies's portfolio in Q2 2026, its #11 holding.
  • Vise Technologies first reported a position in iShares Core S&P 500 ETF in Q4 2021 and has held it in 17 quarters since.
  • 4,101 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Vise Technologies's 13F filing for Q2 2026, filed 11 Aug 2026.