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

Vista Investment Partners’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	$216K	Buy	+289	New	+$210K	0.05%	157

Other funds holding IVV

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Envestnet Portfolio Solutions

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return

Nationwide Fund Advisors Columbus, Ohio $2.42B AUM 17.68% 1-Year Est. Return

Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return

Constellation Investments Montgomery, Ohio $3.18B AUM 15.57% 1-Year Est. Return

Simplify Asset Management Las Vegas, Nevada $7.19B AUM 6.88% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return

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

Vista Investment Partners opened a new position in iShares Core S&P 500 ETF (IVV) in Q2 2026: 289 shares worth $216K. The stake represents 0.05% of the portfolio and ranks #157 among its holdings.

1,526 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

Vista Investment Partners held 289 shares of iShares Core S&P 500 ETF worth $216K as of Q2 2026.
iShares Core S&P 500 ETF was a new Vista Investment Partners position in Q2 2026.
iShares Core S&P 500 ETF made up 0.05% of Vista Investment Partners's portfolio in Q2 2026, its #157 holding.
1,526 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Vista Investment Partners's 13F filing for Q2 2026, filed 9 Jul 2026.