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 Q2	$1.46M	Buy	1,956 +81	+4%	+$59K	0.39%	42
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 $6.73T AUM 46.02% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capula Management Grand Cayman, Cayman Islands $28B AUM 22.67% 1-Year Est. Return

Financial Insights's IVV Position: Q2 2026 in Review

Financial Insights increased its iShares Core S&P 500 ETF (IVV) stake by 4.3% in Q2 2026, buying an estimated $59K and bringing the position to 1,956 shares worth $1.46M. The position accounts for 0.39% of the portfolio, ranked #42.

Financial Insights first reported a position in IVV in Q3 2022 and has held it in 14 quarters since. The position peaked at $2.44M in Q4 2022. 4,104 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

Financial Insights held 1,956 shares of iShares Core S&P 500 ETF worth $1.46M as of Q2 2026.
Financial Insights bought 81 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $59K.
iShares Core S&P 500 ETF made up 0.39% of Financial Insights's portfolio in Q2 2026, its #42 holding.
Financial Insights first reported a position in iShares Core S&P 500 ETF in Q3 2022 and has held it in 14 quarters since.
Financial Insights's iShares Core S&P 500 ETF position peaked at $2.44M in Q4 2022.
4,104 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Financial Insights's 13F filing for Q2 2026, filed 25 Aug 2026.