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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
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 $5.72T AUM 30.48% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Vise Technologies's IVV Position: Q1 2026 in Review

Vise Technologies held its iShares Core S&P 500 ETF (IVV) position steady in Q1 2026 at 81,725 shares worth $56M. The position accounts for 1.1% of the portfolio, ranked #15.

Vise Technologies first reported a position in IVV in Q4 2021 and has held it in 16 quarters since. 3,975 funds tracked by Wall St. Rank hold IVV as of Q1 2026.

  • Vise Technologies held 81,725 shares of iShares Core S&P 500 ETF worth $56M as of Q1 2026.
  • Vise Technologies left its iShares Core S&P 500 ETF share count unchanged in Q1 2026.
  • iShares Core S&P 500 ETF made up 1.1% of Vise Technologies's portfolio in Q1 2026, its #15 holding.
  • Vise Technologies first reported a position in iShares Core S&P 500 ETF in Q4 2021 and has held it in 16 quarters since.
  • 3,975 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q1 2026.

Based on Vise Technologies's 13F filing for Q1 2026, filed 21 Apr 2026.