VisionPoint Advisory Group’s iShares Core S&P 500 ETF IVV Stock Holding History

VisionPoint Advisory Group’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	$16.7M	Buy	21,828 +4,220	+24%	+$3.22M	2.63%	3
2026 Q2	$13.2M	Buy	17,608 +12,499	+245%	+$9.1M	2.15%	2
2026 Q1	$3.34M	Sell	5,109 -2,126	-29%	-$1.45M	0.63%	36
2025 Q4	$4.96M	Buy	7,235 +2,766	+62%	+$1.88M	0.97%	20
2025 Q3	$2.99M	Sell	4,469 -1,414	-24%	-$911K	0.6%	41
2025 Q2	$3.65M	Buy	5,883 +4,903	+500%	+$2.82M	0.79%	24
2025 Q1	$551K	Buy	980 +685	+232%	+$404K	0.19%	106
2024 Q4	$173K	Buy	295 +12	+4%	+$7.1K	0.06%	194
2024 Q3	$163K	Buy	283 +203	+254%	+$113K	0.06%	193
2024 Q2	$43.8K	Sell	80 -4,789	-98%	-$2.52M	0.02%	287
2024 Q1	$2.56M	Buy	4,869 +628	+15%	+$314K	0.92%	30
2023 Q4	$2.03M	Buy	4,241 +4,071	+2,395%	+$1.82M	0.75%	37
2023 Q3	$73K	Sell	170 -3,026	-95%	-$1.35M	0.03%	217
2023 Q2	$1.42M	Buy	3,196 +1,325	+71%	+$558K	0.58%	51
2023 Q1	$761K	Buy	1,871 +1,076	+135%	+$431K	0.34%	61
2022 Q4	$330K	Buy	+795	New	+$307K	0.14%	98
2022 Q1	–	Sell	-567	Closed	-$256K	–	98
2021 Q4	$256K	Sell	567 -263	-32%	-$121K	0.11%	88
2021 Q3	$390K	Sell	830 -700	-46%	-$310K	0.17%	71
2021 Q2	$658K	Sell	1,530 -261	-15%	-$109K	0.29%	66
2021 Q1	$712K	Sell	1,791 -13,848	-89%	-$5.36M	0.34%	69
2020 Q4	$5.87M	Buy	15,639 +10,183	+187%	+$3.62M	2.96%	4
2020 Q3	$1.83M	Sell	5,456 -46	-0.8%	-$15.3K	0.79%	27
2020 Q2	$1.77M	Buy	5,502 +3,728	+210%	+$1.09M	0.72%	32
2020 Q1	$458K	Buy	1,774 +401	+29%	+$123K	0.21%	62
2019 Q4	$444K	Sell	1,373 -8,355	-86%	-$2.59M	0.18%	72
2019 Q3	$2.88M	Buy	9,728 +1,533	+19%	+$456K	0.79%	18
2019 Q2	$2.42M	Sell	8,195 -11,744	-59%	-$3.4M	0.69%	21
2019 Q1	$5.67M	Buy	19,939 +7,906	+66%	+$2.16M	1.59%	5
2018 Q4	$3.03M	Buy	+12,033	New	+$3.27M	0.98%	15

Other funds holding IVV

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

Japan Science & Technology Agency Tokyo, Japan $5.51B AUM 3.11% 1-Year Est. Return

Alaska Permanent Fund Juneau, Alaska $1.28B AUM 16.36% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Aspiriant LLC Los Angeles, California $4.08B AUM 12.02% 1-Year Est. Return

Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return

Orgel Wealth Management Altoona, Wisconsin $5.3B AUM 8.93% 1-Year Est. Return

Halbert Hargrove Global Advisors Long Beach, California $2.29B AUM 13.62% 1-Year Est. Return

TIA

Traphagen Investment Advisors Oradell, New Jersey $1.46B AUM 14.92% 1-Year Est. Return

Teramo Advisors Naples, Florida $587M AUM 14.47% 1-Year Est. Return

VisionPoint Advisory Group's IVV Position: Q3 2026 in Review

VisionPoint Advisory Group increased its iShares Core S&P 500 ETF (IVV) stake by 24% in Q3 2026, buying an estimated $3.22M and bringing the position to 21,828 shares worth $16.7M. The position accounts for 2.63% of the portfolio, ranked #3.

VisionPoint Advisory Group first reported a position in IVV in Q4 2018 and has held it in 29 quarters since. 904 funds tracked by Wall St. Rank hold IVV as of Q3 2026.

VisionPoint Advisory Group held 21,828 shares of iShares Core S&P 500 ETF worth $16.7M as of Q3 2026.
VisionPoint Advisory Group bought 4,220 iShares Core S&P 500 ETF shares in Q3 2026, an estimated $3.22M.
iShares Core S&P 500 ETF made up 2.63% of VisionPoint Advisory Group's portfolio in Q3 2026, its #3 holding.
VisionPoint Advisory Group first reported a position in iShares Core S&P 500 ETF in Q4 2018 and has held it in 29 quarters since.
904 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q3 2026.

Based on VisionPoint Advisory Group's 13F filing for Q3 2026, filed 9 Oct 2026.