Vision Retirement’s iShares Core S&P 500 ETF IVV Stock Holding History
Bought
Maintained
Sold
Other funds holding IVV
CM
Vision Retirement's IVV Position: Q2 2026 in Review
Vision Retirement increased its iShares Core S&P 500 ETF (IVV) stake by 14% in Q2 2026, buying an estimated $686K and bringing the position to 7,564 shares worth $5.66M. The position accounts for 1.37% of the portfolio, ranked #18.
Vision Retirement first reported a position in IVV in Q4 2025 and has held it in 3 quarters since. The position peaked at $5.74M in Q4 2025. 3,951 funds tracked by Wall St. Rank hold IVV as of Q2 2026.
- Vision Retirement held 7,564 shares of iShares Core S&P 500 ETF worth $5.66M as of Q2 2026.
- Vision Retirement bought 942 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $686K.
- iShares Core S&P 500 ETF made up 1.37% of Vision Retirement's portfolio in Q2 2026, its #18 holding.
- Vision Retirement first reported a position in iShares Core S&P 500 ETF in Q4 2025 and has held it in 3 quarters since.
- Vision Retirement's iShares Core S&P 500 ETF position peaked at $5.74M in Q4 2025.
- 3,951 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.
Based on Vision Retirement's 13F filing for Q2 2026, filed 21 Jul 2026.