Vista Investment Management’s iShares Core S&P 500 ETF IVV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.38M | Buy |
2,118
+125
| +6% | +$85.4K | 0.46% | 65 |
|
|
2025
Q4 | $1.37M | Sell |
1,993
-11
| -0.5% | -$7.47K | 0.45% | 65 |
|
|
2025
Q3 | $1.34M | Sell |
2,004
-4
| -0.2% | -$2.58K | 0.47% | 64 |
|
|
2025
Q2 | $1.25M | Sell |
2,008
-8
| -0.4% | -$4.59K | 0.46% | 67 |
|
|
2025
Q1 | $1.13M | Sell |
2,016
-11
| -0.5% | -$6.5K | 0.44% | 67 |
|
|
2024
Q4 | $1.19M | Sell |
2,027
-30
| -1% | -$17.8K | 0.45% | 66 |
|
|
2024
Q3 | $1.19M | Sell |
2,057
-3
| -0.1% | -$1.67K | 0.45% | 69 |
|
|
2024
Q2 | $1.13M | Buy |
2,060
+50
| +2% | +$26.3K | 0.46% | 68 |
|
|
2024
Q1 | $1.06M | Hold |
2,010
| – | – | 0.43% | 73 |
|
|
2023
Q4 | $960K | Sell |
2,010
-31
| -2% | -$13.9K | 0.45% | 73 |
|
|
2023
Q3 | $877K | Sell |
2,041
-4
| -0.2% | -$1.79K | 0.46% | 73 |
|
|
2023
Q2 | $912K | Sell |
2,045
-22
| -1% | -$9.27K | 0.46% | 76 |
|
|
2023
Q1 | $850K | Buy |
2,067
+63
| +3% | +$25.3K | 0.45% | 73 |
|
|
2022
Q4 | $770K | Buy |
2,004
+133
| +7% | +$51.3K | 0.44% | 79 |
|
|
2022
Q3 | $671K | Sell |
1,871
-20
| -1% | -$7.99K | 0.41% | 76 |
|
|
2022
Q2 | $717K | Sell |
1,891
-12
| -0.6% | -$4.94K | 0.43% | 73 |
|
|
2022
Q1 | $863K | Sell |
1,903
-49
| -3% | -$21.9K | 0.47% | 70 |
|
|
2021
Q4 | $931K | Sell |
1,952
-32
| -2% | -$14.7K | 0.51% | 67 |
|
|
2021
Q3 | $855K | Buy |
1,984
+56
| +3% | +$24.8K | 0.5% | 67 |
|
|
2021
Q2 | $829K | Sell |
1,928
-13
| -0.7% | -$5.45K | 0.49% | 65 |
|
|
2021
Q1 | $772K | Sell |
1,941
-154
| -7% | -$59.6K | 0.48% | 68 |
|
|
2020
Q4 | $786K | Sell |
2,095
-36
| -2% | -$12.8K | 0.53% | 62 |
|
|
2020
Q3 | $716K | Buy |
2,131
+175
| +9% | +$58.2K | 0.55% | 59 |
|
|
2020
Q2 | $606K | Sell |
1,956
-98
| -5% | -$28.8K | 0.52% | 66 |
|
|
2020
Q1 | $531K | Sell |
2,054
-5,028
| -71% | -$1.54M | 0.54% | 64 |
|
|
2019
Q4 | $2.29M | Sell |
7,082
-4
| -0.1% | -$1.24K | 1.72% | 9 |
|
|
2019
Q3 | $2.12M | Sell |
7,086
-4
| -0.1% | -$1.19K | 1.74% | 13 |
|
|
2019
Q2 | $2.09M | Hold |
7,090
| – | – | 1.77% | 11 |
|
|
2019
Q1 | $2.02M | Hold |
7,090
| – | – | 1.77% | 10 |
|
|
2018
Q4 | $1.78M | Hold |
7,090
| – | – | 1.84% | 8 |
|
|
2018
Q3 | $2.08M | Sell |
7,090
-27
| -0.4% | -$7.74K | 1.83% | 5 |
|
|
2018
Q2 | $1.94M | Hold |
7,117
| – | – | 1.9% | 7 |
|
|
2018
Q1 | $1.89M | Sell |
7,117
-13
| -0.2% | -$3.58K | 1.98% | 6 |
|
|
2017
Q4 | $1.92M | Buy |
+7,130
| New | +$1.87M | 2% | 8 |
|
Other funds holding IVV
Vista Investment Management's IVV Position: Q1 2026 in Review
Vista Investment Management increased its iShares Core S&P 500 ETF (IVV) stake by 6.3% in Q1 2026, buying an estimated $85.4K and bringing the position to 2,118 shares worth $1.38M. The position accounts for 0.46% of the portfolio, ranked #65.
Vista Investment Management first reported a position in IVV in Q4 2017 and has held it in 34 quarters since. The position peaked at $2.29M in Q4 2019. 3,980 funds tracked by Wall St. Rank hold IVV as of Q1 2026.
- Vista Investment Management held 2,118 shares of iShares Core S&P 500 ETF worth $1.38M as of Q1 2026.
- Vista Investment Management bought 125 iShares Core S&P 500 ETF shares in Q1 2026, an estimated $85.4K.
- iShares Core S&P 500 ETF made up 0.46% of Vista Investment Management's portfolio in Q1 2026, its #65 holding.
- Vista Investment Management first reported a position in iShares Core S&P 500 ETF in Q4 2017 and has held it in 34 quarters since.
- Vista Investment Management's iShares Core S&P 500 ETF position peaked at $2.29M in Q4 2019.
- 3,980 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q1 2026.
Based on Vista Investment Management's 13F filing for Q1 2026, filed 15 May 2026.