Shared Vision Wealth Group LLC IVV holdings history
ISHARES CORE S&P 500 ETF · CUSIP 464287200 · CIK 2008178
As of 2026-06-30, Shared Vision Wealth Group LLC reported 43.41K IVV (shares), valued at $32.51M, or 11.18% of its reported non-derivative portfolio. Filed 2026-07-31.
Verify history & sources →Shares increased 25.72%; reported value increased 44.13%, and weight changed +1.98 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.
Left: % · Right: Shares · Independently scaled axes
Exact data and methodology
Axes scale independently; a crossing does not mean equal values. Weight uses each quarter's total reported non-derivative value. Same CUSIP; missing quarters are gaps, not zero. Revised history may include later disclosures.
| Quarter | Weight | Quantity | Source |
|---|---|---|---|
| Q2 2026 | 11.18% | 43,407 | SEC filing ↗Filed Jul 31, 2026 |
| Q1 2026 | 9.20% | 34,527 | SEC filing ↗Filed May 6, 2026 |
| Q4 2025 | 10.20% | 36,190 | SEC filing ↗Filed Feb 11, 2026 |
| Q3 2025 | 10.72% | 37,714 | SEC filing ↗Filed Oct 30, 2025 |
| Q2 2025 | 12.16% | 38,360 | SEC filing ↗Filed Aug 7, 2025 |
| Q1 2025 | 12.58% | 40,990 | SEC filing ↗Filed May 2, 2025 |
| Q4 2024 | 13.71% | 44,259 | SEC filing ↗Filed Feb 6, 2025 |
| Q3 2024 | 13.71% | 44,494 | SEC filing ↗Filed Nov 12, 2024 |
| Q2 2024 | 14.79% | 46,445 | SEC filing ↗Filed Jul 24, 2024 |
| Q1 2024 | 18.19% | 55,415 | SEC filing ↗Filed May 7, 2024 |
| Q4 2023 | 19.08% | 59,791 | SEC filing ↗Filed Feb 8, 2024 |
| Q3 2023 | Not reported | Not reported | No filing this quarter |
History & evidence by quarter
| Quarter | Weight | Quantity | Value | Change explained | Source |
|---|---|---|---|---|---|
| Q3 2023 | Not reported | — | — | The manager filed nothing for this quarter; a missing quarter is not treated as zero holdings. | — |
| Q4 2023 | 19.08% | 59,791 | $28.56M | A comparable prior-quarter record is unavailable; changes are not inferred. | SEC filing ↗ Filed Feb 8, 2024 |
| Q1 2024 | 18.19% | 55,415 | $29.13M | Shares decreased 7.32%; reported value increased 2.01%, and weight changed -0.89 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 7, 2024 |
| Q2 2024 | 14.79% | 46,445 | $25.42M | Shares decreased 16.19%; reported value decreased 12.76%, and weight changed -3.40 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 24, 2024 |
| Q3 2024 | 13.71% | 44,494 | $25.67M | Shares decreased 4.20%; reported value increased 0.98%, and weight changed -1.08 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Nov 12, 2024 |
| Q4 2024 | 13.71% | 44,259 | $26.05M | Shares decreased 0.53%; reported value increased 1.52%, and weight changed +0.00 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 6, 2025 |
| Q1 2025 | 12.58% | 40,990 | $23.03M | Shares decreased 7.39%; reported value decreased 11.60%, and weight changed -1.13 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 2, 2025 |
| Q2 2025 | 12.16% | 38,360 | $24.35M | Shares decreased 6.42%; reported value increased 5.74%, and weight changed -0.42 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 7, 2025 |
| Q3 2025 | 10.72% | 37,714 | $25.31M | Shares decreased 1.68%; reported value increased 3.93%, and weight changed -1.44 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Oct 30, 2025 |
| Q4 2025 | 10.20% | 36,190 | $25.18M | Shares decreased 4.04%; reported value decreased 0.50%, and weight changed -0.52 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 11, 2026 |
| Q1 2026 | 9.20% | 34,527 | $22.55M | Shares decreased 4.60%; reported value decreased 10.45%, and weight changed -1.00 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 6, 2026 |
| Q2 2026 | 11.18% | 43,407 | $32.51M | Shares increased 25.72%; reported value increased 44.13%, and weight changed +1.98 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 31, 2026 |
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