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

Visionary Wealth Advisors’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 		$68.8M Buy
105,311
+1,944
+2% +$1.33M 3.04% 2
2025
Q4 		$70.8M Buy
103,367
+3,684
+4% +$2.5M 3.19% 2
2025
Q3 		$66.7M Buy
99,683
+6,789
+7% +$4.37M 3.11% 2
2025
Q2 		$57.7M Buy
92,894
+4,799
+5% +$2.76M 2.95% 3
2025
Q1 		$49.5M Sell
88,095
-757
-0.9% -$447K 2.97% 1
2024
Q4 		$52.3M Sell
88,852
-858
-1% -$508K 3.07% 3
2024
Q3 		$51.7M Buy
89,710
+989
+1% +$550K 3.15% 1
2024
Q2 		$48.6M Buy
88,721
+210
+0.2% +$110K 3.17% 1
2024
Q1 		$46.5M Sell
88,511
-4,188
-5% -$2.1M 3.14% 1
2023
Q4 		$44.3M Buy
92,699
+56
+0.1% +$25.1K 3.25% 1
2023
Q3 		$39.8M Sell
92,643
-617
-0.7% -$276K 3.22% 1
2023
Q2 		$41.6M Sell
93,260
-1,993
-2% -$840K 3.33% 1
2023
Q1 		$39.2M Sell
95,253
-11,788
-11% -$4.73M 3.32% 2
2022
Q4 		$41.1M Sell
107,041
-3,067
-3% -$1.18M 3.8% 1
2022
Q3 		$39.5M Sell
110,108
-994
-0.9% -$397K 4.1% 1
2022
Q2 		$42.1M Buy
111,102
+1,349
+1% +$555K 3.78% 1
2022
Q1 		$49.8M Buy
109,753
+33,108
+43% +$14.8M 4.01% 1
2021
Q4 		$36.6M Buy
76,645
+9,093
+13% +$4.19M 3% 4
2021
Q3 		$29.1M Buy
67,552
+1,749
+3% +$775K 3% 4
2021
Q2 		$28.3M Sell
65,803
-2,402
-4% -$1.01M 2.84% 3
2021
Q1 		$27.1M Sell
68,205
-8,927
-12% -$3.46M 2.85% 4
2020
Q4 		$29M Sell
77,132
-10,810
-12% -$3.85M 3.25% 4
2020
Q3 		$29.6M Buy
87,942
+5,405
+7% +$1.8M 4.16% 1
2020
Q2 		$25.6M Buy
82,537
+14,499
+21% +$4.26M 3.89% 3
2020
Q1 		$17.6M Buy
68,038
+4,504
+7% +$1.38M 3.31% 3
2019
Q4 		$20.5M Buy
+63,534
New +$19.7M 3.68% 2

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

Visionary Wealth Advisors's IVV Position: Q1 2026 in Review

Visionary Wealth Advisors increased its iShares Core S&P 500 ETF (IVV) stake by 1.9% in Q1 2026, buying an estimated $1.33M and bringing the position to 105,311 shares worth $68.8M. The position accounts for 3.04% of the portfolio, ranked #2.

Visionary Wealth Advisors first reported a position in IVV in Q4 2019 and has held it in 26 quarters since. The position peaked at $70.8M in Q4 2025. 3,977 funds tracked by Wall St. Rank hold IVV as of Q1 2026.

  • Visionary Wealth Advisors held 105,311 shares of iShares Core S&P 500 ETF worth $68.8M as of Q1 2026.
  • Visionary Wealth Advisors bought 1,944 iShares Core S&P 500 ETF shares in Q1 2026, an estimated $1.33M.
  • iShares Core S&P 500 ETF made up 3.04% of Visionary Wealth Advisors's portfolio in Q1 2026, its #2 holding.
  • Visionary Wealth Advisors first reported a position in iShares Core S&P 500 ETF in Q4 2019 and has held it in 26 quarters since.
  • Visionary Wealth Advisors's iShares Core S&P 500 ETF position peaked at $70.8M in Q4 2025.
  • 3,977 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q1 2026.

Based on Visionary Wealth Advisors's 13F filing for Q1 2026, filed 13 May 2026.