Visionary Horizons’s iShares Core S&P 500 ETF IVV Stock Holding History

Visionary Horizons’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 Q3	$737K	Buy	962 +224	+30%	+$171K	0.29%	55
2026 Q2	$553K	Buy	738 +7	+1%	+$5.1K	0.23%	78
2026 Q1	$478K	Sell	731 -36	-5%	-$24.6K	0.24%	81
2025 Q4	$526K	Sell	767 -967	-56%	-$657K	0.27%	71
2025 Q3	$1.16M	Buy	1,734 +1,300	+300%	+$837K	0.65%	25
2025 Q2	$270K	Buy	434 +10	+2%	+$5.74K	0.17%	85
2025 Q1	$238K	Buy	424 +70	+20%	+$41.3K	0.17%	84
2024 Q4	$209K	Buy	354 +1	+0.3%	+$592	0.14%	84
2024 Q3	$204K	Buy	+353	New	+$196K	0.14%	85

Other funds holding IVV

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.6B AUM 18.15% 1-Year Est. Return

Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

AIA Group Hong Kong $8.11B AUM 23.7% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Visionary Horizons's IVV Position: Q3 2026 in Review

Visionary Horizons increased its iShares Core S&P 500 ETF (IVV) stake by 30% in Q3 2026, buying an estimated $171K and bringing the position to 962 shares worth $737K. The position accounts for 0.29% of the portfolio, ranked #55.

Visionary Horizons first reported a position in IVV in Q3 2024 and has held it in 9 quarters since. The position peaked at $1.16M in Q3 2025. 2,445 funds tracked by Wall St. Rank hold IVV as of Q3 2026.

Visionary Horizons held 962 shares of iShares Core S&P 500 ETF worth $737K as of Q3 2026.
Visionary Horizons bought 224 iShares Core S&P 500 ETF shares in Q3 2026, an estimated $171K.
iShares Core S&P 500 ETF made up 0.29% of Visionary Horizons's portfolio in Q3 2026, its #55 holding.
Visionary Horizons first reported a position in iShares Core S&P 500 ETF in Q3 2024 and has held it in 9 quarters since.
Visionary Horizons's iShares Core S&P 500 ETF position peaked at $1.16M in Q3 2025.
2,445 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q3 2026.

Based on Visionary Horizons's 13F filing for Q3 2026, filed 22 Oct 2026.