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 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%	+$99.7K	2.84%	6
2021 Q4	$2.58M	Buy	+5,398	New	+$2.49M	2.51%	9

Other funds holding IVV

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

JIC

Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return

NFA

Nationwide Fund Advisors Columbus, Ohio $2.42B AUM 17.68% 1-Year Est. Return

Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return

Constellation Investments Montgomery, Ohio $3.18B AUM 15.57% 1-Year Est. Return

SAM

Simplify Asset Management Las Vegas, Nevada $7.19B AUM 6.88% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return

Foresight Capital Management Advisors's IVV Position: Q2 2026 in Review

Foresight Capital Management Advisors reduced its iShares Core S&P 500 ETF (IVV) stake by 1.2% in Q2 2026, selling an estimated $63.4K and leaving 7,087 shares worth $5.31M. The position accounts for 2.58% of the portfolio, ranked #9.

Foresight Capital Management Advisors first reported a position in IVV in Q4 2021 and has held it in 15 quarters since. 1,526 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

Foresight Capital Management Advisors held 7,087 shares of iShares Core S&P 500 ETF worth $5.31M as of Q2 2026.
Foresight Capital Management Advisors sold 87 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $63.4K.
iShares Core S&P 500 ETF made up 2.58% of Foresight Capital Management Advisors's portfolio in Q2 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 15 quarters since.
1,526 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Foresight Capital Management Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.