Insight 2811 Inc’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
Q1 | $21.6M | Buy |
33,058
+956
| +3% | +$653K | 9.03% | 3 |
|
|
2025
Q4 | $22M | Sell |
32,102
-12
| -0% | -$8.15K | 9.7% | 3 |
|
|
2025
Q3 | $21.5M | Buy |
32,114
+1,099
| +4% | +$708K | 9.58% | 3 |
|
|
2025
Q2 | $19.3M | Buy |
31,015
+6,493
| +26% | +$3.73M | 9.12% | 3 |
|
|
2025
Q1 | $13.8M | Buy |
24,522
+3,225
| +15% | +$1.9M | 6.98% | 5 |
|
|
2024
Q4 | $12.5M | Buy |
21,297
+2,458
| +13% | +$1.45M | 6.46% | 5 |
|
|
2024
Q3 | $10.9M | Buy |
18,839
+797
| +4% | +$443K | 5.41% | 6 |
|
|
2024
Q2 | $9.87M | Buy |
18,042
+1,244
| +7% | +$654K | 5.13% | 5 |
|
|
2024
Q1 | $8.83M | Buy |
16,798
+2,419
| +17% | +$1.21M | 4.54% | 5 |
|
|
2023
Q4 | $6.87M | Buy |
14,379
+1,523
| +12% | +$682K | 3.74% | 5 |
|
|
2023
Q3 | $5.52M | Buy |
12,856
+1,046
| +9% | +$468K | 3.13% | 8 |
|
|
2023
Q2 | $5.26M | Buy |
11,810
+9,573
| +428% | +$4.03M | 2.86% | 8 |
|
|
2023
Q1 | $920K | Sell |
2,237
-43
| -2% | -$17.2K | 0.57% | 22 |
|
|
2022
Q4 | $876K | Buy |
2,280
+513
| +29% | +$198K | 0.54% | 23 |
|
|
2022
Q3 | $634K | Sell |
1,767
-18
| -1% | -$7.19K | 0.43% | 27 |
|
|
2022
Q2 | $677K | Sell |
1,785
-82
| -4% | -$33.7K | 0.44% | 23 |
|
|
2022
Q1 | $847K | Sell |
1,867
-53
| -3% | -$23.7K | 0.5% | 20 |
|
|
2021
Q4 | $916K | Buy |
1,920
+6
| +0.3% | +$2.77K | 0.52% | 22 |
|
|
2021
Q3 | $825K | Buy |
1,914
+22
| +1% | +$9.75K | 0.49% | 19 |
|
|
2021
Q2 | $813K | Buy |
1,892
+324
| +21% | +$136K | 0.46% | 21 |
|
|
2021
Q1 | $624K | Buy |
1,568
+45
| +3% | +$17.4K | 0.36% | 25 |
|
|
2020
Q4 | $572K | Buy |
1,523
+69
| +5% | +$24.6K | 0.34% | 28 |
|
|
2020
Q3 | $489K | Sell |
1,454
-78
| -5% | -$26K | 0.3% | 29 |
|
|
2020
Q2 | $491K | Buy |
1,532
+37
| +2% | +$10.9K | 0.32% | 29 |
|
|
2020
Q1 | $386K | Sell |
1,495
-771
| -34% | -$236K | 0.28% | 30 |
|
|
2019
Q4 | $732K | Buy |
2,266
+10
| +0.4% | +$3.1K | 0.48% | 31 |
|
|
2019
Q3 | $673K | Sell |
2,256
-35
| -2% | -$10.4K | 0.48% | 31 |
|
|
2019
Q2 | $688K | Buy |
2,291
+65
| +3% | +$18.8K | 0.5% | 34 |
|
|
2019
Q1 | $633K | Buy |
2,226
+56
| +3% | +$15.3K | 0.49% | 37 |
|
|
2018
Q4 | $546K | Sell |
2,170
-80
| -4% | -$21.7K | 0.46% | 43 |
|
|
2018
Q3 | $659K | Buy |
2,250
+801
| +55% | +$230K | 0.45% | 48 |
|
|
2018
Q2 | $396K | Sell |
1,449
-6
| -0.4% | -$1.63K | 0.27% | 53 |
|
|
2018
Q1 | $386K | Buy |
1,455
+121
| +9% | +$33.3K | 0.28% | 54 |
|
|
2017
Q4 | $359K | Buy |
1,334
+179
| +15% | +$46.9K | 0.26% | 54 |
|
|
2017
Q3 | $292K | Buy |
1,155
+296
| +34% | +$73.5K | 0.22% | 62 |
|
|
2017
Q2 | $209K | Sell |
859
-66
| -7% | -$15.9K | 0.16% | 75 |
|
|
2017
Q1 | $219K | Buy |
925
+5
| +0.5% | +$1.17K | 0.17% | 74 |
|
|
2016
Q4 | $207K | Buy |
+920
| New | +$202K | 0.17% | 67 |
|
|
2014
Q2 | – | Sell |
-1,119
| Closed | -$212K | – | 116 |
|
|
2014
Q1 | $212K | Buy |
+1,119
| New | +$207K | 0.09% | 108 |
|
Other funds holding IVV
Insight 2811 Inc's IVV Position: Q1 2026 in Review
Insight 2811 Inc increased its iShares Core S&P 500 ETF (IVV) stake by 3% in Q1 2026, buying an estimated $653K and bringing the position to 33,058 shares worth $21.6M. The position accounts for 9.03% of the portfolio, ranked #3.
Insight 2811 Inc first reported a position in IVV in Q1 2014 and has held it in 39 quarters since. The position peaked at $22M in Q4 2025. 3,975 funds tracked by Wall St. Rank hold IVV as of Q1 2026.
- Insight 2811 Inc held 33,058 shares of iShares Core S&P 500 ETF worth $21.6M as of Q1 2026.
- Insight 2811 Inc bought 956 iShares Core S&P 500 ETF shares in Q1 2026, an estimated $653K.
- iShares Core S&P 500 ETF made up 9.03% of Insight 2811 Inc's portfolio in Q1 2026, its #3 holding.
- Insight 2811 Inc first reported a position in iShares Core S&P 500 ETF in Q1 2014 and has held it in 39 quarters since.
- Insight 2811 Inc's iShares Core S&P 500 ETF position peaked at $22M in Q4 2025.
- 3,975 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q1 2026.
Based on Insight 2811 Inc's 13F filing for Q1 2026, filed 7 May 2026.