Inlight Wealth Management’s iShares Core S&P 500 ETF IVV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$669K Buy
+893
New +$650K 0.21% 30
2026
Q1
Sell
-97
Closed -$66.4K 131
2025
Q4
$66.4K Hold
97
0.02% 93
2025
Q3
$64.9K Hold
97
0.03% 87
2025
Q2
$60.2K Sell
97
-9
-8% -$5.17K 0.03% 92
2025
Q1
$59.6K Buy
+106
New +$62.6K 0.04% 92

Other funds holding IVV

Inlight Wealth Management's IVV Position: Q2 2026 in Review

Inlight Wealth Management opened a new position in iShares Core S&P 500 ETF (IVV) in Q2 2026: 893 shares worth $669K. The stake represents 0.21% of the portfolio and ranks #30 among its holdings. This is a return to the name: Inlight Wealth Management previously reported a position in IVV as recently as Q4 2025.

Inlight Wealth Management first reported a position in IVV in Q1 2025 and has held it in 5 quarters since. 4,102 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

  • Inlight Wealth Management held 893 shares of iShares Core S&P 500 ETF worth $669K as of Q2 2026.
  • iShares Core S&P 500 ETF was a new Inlight Wealth Management position in Q2 2026.
  • iShares Core S&P 500 ETF made up 0.21% of Inlight Wealth Management's portfolio in Q2 2026, its #30 holding.
  • Inlight Wealth Management first reported a position in iShares Core S&P 500 ETF in Q1 2025 and has held it in 5 quarters since.
  • 4,102 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Inlight Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.