VIPI
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Vista Investment Partners II’s iShares Core S&P 500 ETF IVV Stock Holding History

Vista Investment Partners II’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 		$361K Hold
482
– – 0.14% 118
2026
Q1 		$315K Hold
482
– – 0.14% 120
2025
Q4 		$330K Buy
+482
New +$327K 0.14% 113

Other funds holding IVV

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Envestnet Portfolio Solutions
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
GT
Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return

Vista Investment Partners II's IVV Position: Q2 2026 in Review

Vista Investment Partners II held its iShares Core S&P 500 ETF (IVV) position steady in Q2 2026 at 482 shares worth $361K. The position accounts for 0.14% of the portfolio, ranked #118.

Vista Investment Partners II first reported a position in IVV in Q4 2025 and has held it in 3 quarters since. 1,947 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

  • Vista Investment Partners II held 482 shares of iShares Core S&P 500 ETF worth $361K as of Q2 2026.
  • Vista Investment Partners II left its iShares Core S&P 500 ETF share count unchanged in Q2 2026.
  • iShares Core S&P 500 ETF made up 0.14% of Vista Investment Partners II's portfolio in Q2 2026, its #118 holding.
  • Vista Investment Partners II first reported a position in iShares Core S&P 500 ETF in Q4 2025 and has held it in 3 quarters since.
  • 1,947 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Vista Investment Partners II's 13F filing for Q2 2026, filed 21 Jul 2026.