Financial Insights’s iShares Core S&P 500 ETF IVV Stock Holding History

Financial Insights’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	$1.22M	Sell	1,875 -418	-18%	-$285K	0.4%	43
2025 Q4	$1.57M	Buy	2,293 +1,841	+407%	+$1.25M	0.53%	37
2025 Q3	$303K	Buy	452 +40	+10%	+$25.8K	0.1%	99
2025 Q2	$256K	Sell	412 -3	-0.7%	-$1.72K	0.09%	106
2025 Q1	$233K	Buy	+415	New	+$245K	0.09%	95
2024 Q3	–	Sell	-1,292	Closed	-$707K	–	158
2024 Q2	$707K	Hold	1,292	–	–	0.2%	75
2024 Q1	$679K	Buy	1,292 +15	+1%	+$7.5K	0.19%	86
2023 Q4	$610K	Hold	1,277	–	–	0.19%	86
2023 Q3	$536K	Sell	1,277 -657	-34%	-$294K	0.19%	90
2023 Q2	$862K	Sell	1,934 -974	-33%	-$410K	0.32%	59
2023 Q1	$1.2M	Sell	2,908 -3,448	-54%	-$1.38M	0.49%	40
2022 Q4	$2.44M	Buy	6,356 +2,794	+78%	+$1.08M	1.16%	22
2022 Q3	$1.28M	Buy	+3,562	New	+$1.42M	0.86%	32

Other funds holding IVV

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Financial Insights's IVV Position: Q1 2026 in Review

Financial Insights reduced its iShares Core S&P 500 ETF (IVV) stake by 18% in Q1 2026, selling an estimated $285K and leaving 1,875 shares worth $1.22M. The position accounts for 0.4% of the portfolio, ranked #43.

Financial Insights first reported a position in IVV in Q3 2022 and has held it in 13 quarters since. The position peaked at $2.44M in Q4 2022. 3,977 funds tracked by Wall St. Rank hold IVV as of Q1 2026.

Financial Insights held 1,875 shares of iShares Core S&P 500 ETF worth $1.22M as of Q1 2026.
Financial Insights sold 418 iShares Core S&P 500 ETF shares in Q1 2026, an estimated $285K.
iShares Core S&P 500 ETF made up 0.4% of Financial Insights's portfolio in Q1 2026, its #43 holding.
Financial Insights first reported a position in iShares Core S&P 500 ETF in Q3 2022 and has held it in 13 quarters since.
Financial Insights's iShares Core S&P 500 ETF position peaked at $2.44M in Q4 2022.
3,977 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q1 2026.

Based on Financial Insights's 13F filing for Q1 2026, filed 19 May 2026.