Vision Financial Markets’s iShares Core S&P 500 ETF IVV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$7.63K Hold
11
0.01% 268
2026
Q1
$6.63K Hold
11
0.01% 267
2025
Q4
$6.94K Hold
11
0.01% 248
2025
Q3
$6.75K Hold
11
0.01% 273
2025
Q2
$6.25K Buy
11
+1
+10% +$574 0.01% 260
2025
Q1
$5.64K Buy
+10
New +$5.91K 0.01% 246

Other funds holding IVV

Vision Financial Markets's IVV Position: Q2 2026 in Review

Vision Financial Markets held its iShares Core S&P 500 ETF (IVV) position steady in Q2 2026 at 11 shares worth $7.63K. The position accounts for 0.01% of the portfolio, ranked #268.

Vision Financial Markets first reported a position in IVV in Q1 2025 and has held it in 6 quarters since. 4,111 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

  • Vision Financial Markets held 11 shares of iShares Core S&P 500 ETF worth $7.63K as of Q2 2026.
  • Vision Financial Markets left its iShares Core S&P 500 ETF share count unchanged in Q2 2026.
  • iShares Core S&P 500 ETF made up 0.01% of Vision Financial Markets's portfolio in Q2 2026, its #268 holding.
  • Vision Financial Markets first reported a position in iShares Core S&P 500 ETF in Q1 2025 and has held it in 6 quarters since.
  • 4,111 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Vision Financial Markets's 13F filing for Q2 2026, filed 24 Jul 2026.