Foresight Capital Management Advisors
IVV icon

Foresight Capital Management Advisors’s iShares Core S&P 500 ETF IVV Stock Holding History

Foresight Capital Management Advisors’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
Q3 		$5.3M Sell
6,917
-170
-2% -$130K 2.62% 9
2026
Q2 		$5.31M Sell
7,087
-87
-1% -$63.4K 2.58% 9
2026
Q1 		$4.69M Buy
7,174
+102
+1% +$69.7K 2.61% 10
2025
Q4 		$4.84M Buy
7,072
+51
+0.7% +$34.6K 2.62% 12
2025
Q3 		$4.7M Sell
7,021
-195
-3% -$126K 2.64% 11
2025
Q2 		$4.48M Buy
7,216
+168
+2% +$96.5K 2.6% 9
2025
Q1 		$3.96M Buy
7,048
+19
+0.3% +$11.2K 2.46% 10
2024
Q4 		$4.14M Sell
7,029
-33
-0.5% -$19.5K 2.42% 13
2024
Q3 		$4.07M Buy
7,062
+282
+4% +$157K 2.42% 11
2024
Q2 		$3.71M Buy
6,780
+10
+0.1% +$5.26K 2.51% 12
2024
Q1 		$3.56M Buy
6,770
+257
+4% +$129K 2.71% 8
2023
Q4 		$3.11M Buy
+6,513
New +$2.92M 3.19% 7
2022
Q3 		$2.18M Buy
6,074
+58
+1% +$23.2K 3.75% 7
2022
Q2 		$2.28M Buy
6,016
+395
+7% +$162K 3.49% 6
2022
Q1 		$2.55M Buy
5,621
+223
+4% +$100K 2.84% 6
2021
Q4 		$2.58M Buy
+5,398
New +$2.49M 2.51% 9

Other funds holding IVV

Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
National Mutual Insurance Federation of Agricultural Cooperatives
National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.6B AUM 18.15% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
AIA Group
AIA Group Hong Kong $8.11B AUM 23.7% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Park Avenue Securities
Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return

Foresight Capital Management Advisors's IVV Position: Q3 2026 in Review

Foresight Capital Management Advisors reduced its iShares Core S&P 500 ETF (IVV) stake by 2.4% in Q3 2026, selling an estimated $130K and leaving 6,917 shares worth $5.3M. The position accounts for 2.62% of the portfolio, ranked #9.

Foresight Capital Management Advisors first reported a position in IVV in Q4 2021 and has held it in 16 quarters since. The position peaked at $5.31M in Q2 2026. 2,365 funds tracked by Wall St. Rank hold IVV as of Q3 2026.

  • Foresight Capital Management Advisors held 6,917 shares of iShares Core S&P 500 ETF worth $5.3M as of Q3 2026.
  • Foresight Capital Management Advisors sold 170 iShares Core S&P 500 ETF shares in Q3 2026, an estimated $130K.
  • iShares Core S&P 500 ETF made up 2.62% of Foresight Capital Management Advisors's portfolio in Q3 2026, its #9 holding.
  • Foresight Capital Management Advisors first reported a position in iShares Core S&P 500 ETF in Q4 2021 and has held it in 16 quarters since.
  • Foresight Capital Management Advisors's iShares Core S&P 500 ETF position peaked at $5.31M in Q2 2026.
  • 2,365 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q3 2026.

Based on Foresight Capital Management Advisors's 13F filing for Q3 2026, filed 27 Oct 2026.