Vista Finance
IVV icon

Vista Finance’s iShares Core S&P 500 ETF IVV Stock Holding History

Vista Finance’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 		$16.1M Buy
20,983
+4,130
+25% +$3.15M 8.56% 3
2026
Q2 		$12.6M Buy
16,853
+13,289
+373% +$9.7M 7.05% 6
2026
Q1 		$2.33M Buy
3,564
+1,304
+58% +$890K 1.85% 7
2025
Q4 		$1.55M Buy
2,260
+192
+9% +$130K 1.02% 14
2025
Q3 		$1.38M Sell
2,068
-15
-0.7% -$9.7K 0.92% 14
2025
Q2 		$1.29M Sell
2,083
-675
-24% -$388K 1.11% 13
2025
Q1 		$1.55M Hold
2,758
– – 1.34% 14
2024
Q4 		$1.62M Hold
2,758
– – 1.67% 13
2024
Q3 		$1.59M Sell
2,758
-55
-2% -$30.6K 2.15% 12
2024
Q2 		$1.54M Buy
2,813
+57
+2% +$30K 2.36% 12
2024
Q1 		$1.45M Sell
2,756
-14
-0.5% -$7K 3.61% 11
2023
Q4 		$1.32M Buy
2,770
+210
+8% +$94K 2.81% 10
2023
Q3 		$1.1M Hold
2,560
– – 1.6% 16
2023
Q2 		$1.14M Hold
2,560
– – 1.78% 13
2023
Q1 		$1.05M Hold
2,560
– – 1.49% 13
2022
Q4 		$984K Buy
2,560
+1,869
+270% +$721K 1.38% 13
2022
Q3 		$248K Sell
691
-372
-35% -$149K 0.3% 24
2022
Q2 		$403K Sell
1,063
-253
-19% -$104K 0.53% 23
2022
Q1 		$597K Sell
1,316
-85
-6% -$38K 0.88% 30
2021
Q4 		$668K Buy
+1,401
New +$646K 0.69% 39

Other funds holding IVV

Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
National Mutual Insurance Federation of Agricultural Cooperatives
National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.6B AUM 18.15% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return
AIA Group
AIA Group Hong Kong $8.11B AUM 23.7% 1-Year Est. Return
Park Avenue Securities
Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return
Barings
Barings Charlotte, North Carolina $5.84B AUM 11.61% 1-Year Est. Return
Greenleaf Trust
Greenleaf Trust Kalamazoo, Michigan $9.8B AUM 2.94% 1-Year Est. Return
Nationwide Fund Advisors
Nationwide Fund Advisors Columbus, Ohio $2.31B AUM 10.49% 1-Year Est. Return

Vista Finance's IVV Position: Q3 2026 in Review

Vista Finance increased its iShares Core S&P 500 ETF (IVV) stake by 25% in Q3 2026, buying an estimated $3.15M and bringing the position to 20,983 shares worth $16.1M. The position accounts for 8.56% of the portfolio, ranked #3.

Vista Finance first reported a position in IVV in Q4 2021 and has held it in 20 quarters since. 2,066 funds tracked by Wall St. Rank hold IVV as of Q3 2026.

  • Vista Finance held 20,983 shares of iShares Core S&P 500 ETF worth $16.1M as of Q3 2026.
  • Vista Finance bought 4,130 iShares Core S&P 500 ETF shares in Q3 2026, an estimated $3.15M.
  • iShares Core S&P 500 ETF made up 8.56% of Vista Finance's portfolio in Q3 2026, its #3 holding.
  • Vista Finance first reported a position in iShares Core S&P 500 ETF in Q4 2021 and has held it in 20 quarters since.
  • 2,066 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q3 2026.

Based on Vista Finance's 13F filing for Q3 2026, filed 23 Oct 2026.