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Capital Insight Partners’s iShares Core S&P 500 ETF IVV Stock Holding History

Capital Insight 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
Q1 		– Sell
-34,660
Closed -$23.7M – 55
2025
Q4 		$23.7M Sell
34,660
-2,940
-8% -$2M 5.02% 1
2025
Q3 		$25.2M Buy
37,600
+7,148
+23% +$4.6M 4.17% 3
2025
Q2 		$18.9M Sell
30,452
-1,194
-4% -$686K 3.29% 4
2025
Q1 		$17.8M Buy
31,646
+2,479
+8% +$1.46M 3.1% 4
2024
Q4 		$17.2M Sell
29,167
-1,143
-4% -$677K 2.97% 4
2024
Q3 		$17.5M Sell
30,310
-387
-1% -$215K 3.06% 4
2024
Q2 		$16.8M Buy
30,697
+6
+0% +$3.15K 3.17% 5
2024
Q1 		$16.1M Buy
30,691
+1,526
+5% +$764K 3.01% 5
2023
Q4 		$13.9M Buy
29,165
+225
+0.8% +$101K 2.85% 6
2023
Q3 		$12.4M Buy
28,940
+919
+3% +$411K 2.82% 6
2023
Q2 		$12.5M Sell
28,021
-868
-3% -$366K 2.79% 6
2023
Q1 		$11.9M Sell
28,889
-685
-2% -$275K 2.79% 5
2022
Q4 		$11.4M Buy
29,574
+1,345
+5% +$519K 2.95% 6
2022
Q3 		$10.1M Buy
28,229
+970
+4% +$387K 2.73% 7
2022
Q2 		$10.3M Buy
27,259
+874
+3% +$360K 2.41% 7
2022
Q1 		$12M Sell
26,385
-1,082
-4% -$484K 2.44% 8
2021
Q4 		$13.1M Buy
27,467
+379
+1% +$175K 2.67% 5
2021
Q3 		$11.7M Buy
27,088
+1,819
+7% +$806K 2.54% 5
2021
Q2 		$10.9M Buy
25,269
+495
+2% +$207K 2.45% 4
2021
Q1 		$9.86M Buy
24,774
+1,720
+7% +$666K 2.39% 4
2020
Q4 		$8.65M Sell
23,054
-123
-0.5% -$43.8K 2.18% 8
2020
Q3 		$7.79M Buy
23,177
+27
+0.1% +$8.98K 2.19% 7
2020
Q2 		$7.17M Buy
23,150
+41
+0.2% +$12K 2.26% 7
2020
Q1 		$5.97M Buy
23,109
+382
+2% +$117K 3.15% 6
2019
Q4 		$7.35M Buy
+22,727
New +$7.03M 3.37% 6

Other funds holding IVV

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Capital Insight Partners's IVV Position: Q1 2026 in Review

Capital Insight Partners sold out of iShares Core S&P 500 ETF (IVV) in Q1 2026, closing a stake of 34,660 shares — an estimated $23.7M sold.

Capital Insight Partners first reported a position in IVV in Q4 2019 and held it in 25 quarters. The position peaked at $25.2M in Q3 2025. 3,980 funds tracked by Wall St. Rank hold IVV as of Q1 2026.

  • Capital Insight Partners reported no remaining iShares Core S&P 500 ETF position as of Q1 2026 after selling out during the quarter.
  • Capital Insight Partners sold 34,660 iShares Core S&P 500 ETF shares in Q1 2026, an estimated $23.7M.
  • Capital Insight Partners first reported a position in iShares Core S&P 500 ETF in Q4 2019 and held it in 25 quarters.
  • Capital Insight Partners's iShares Core S&P 500 ETF position peaked at $25.2M in Q3 2025.
  • 3,980 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q1 2026.

Based on Capital Insight Partners's 13F filing for Q1 2026.