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 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

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

AIA Group Hong Kong $7.95B AUM 28.94% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

JIC

Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return

NFA

Nationwide Fund Advisors Columbus, Ohio $2.42B AUM 17.68% 1-Year Est. Return

Visionary Horizons's IVV Position: Q2 2026 in Review

Visionary Horizons increased its iShares Core S&P 500 ETF (IVV) stake by 0.96% in Q2 2026, buying an estimated $5.1K and bringing the position to 738 shares worth $553K. The position accounts for 0.23% of the portfolio, ranked #78.

Visionary Horizons first reported a position in IVV in Q3 2024 and has held it in 8 quarters since. The position peaked at $1.16M in Q3 2025. 2,168 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

Visionary Horizons held 738 shares of iShares Core S&P 500 ETF worth $553K as of Q2 2026.
Visionary Horizons bought 7 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $5.1K.
iShares Core S&P 500 ETF made up 0.23% of Visionary Horizons's portfolio in Q2 2026, its #78 holding.
Visionary Horizons first reported a position in iShares Core S&P 500 ETF in Q3 2024 and has held it in 8 quarters since.
Visionary Horizons's iShares Core S&P 500 ETF position peaked at $1.16M in Q3 2025.
2,168 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Visionary Horizons's 13F filing for Q2 2026, filed 16 Jul 2026.