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Insight Advisors’s iShares Core S&P 500 ETF IVV Stock Holding History

Insight 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 		$4.97M Buy
6,641
+92
+1% +$67K 0.88% 17
2026
Q1 		$4.28M Sell
6,549
-650
-9% -$444K 0.81% 16
2025
Q4 		$4.93M Sell
7,199
-85
-1% -$57.7K 0.75% 23
2025
Q3 		$4.88M Sell
7,284
-24
-0.3% -$15.5K 0.75% 20
2025
Q2 		$4.54M Sell
7,308
-19
-0.3% -$10.9K 0.73% 22
2025
Q1 		$4.12M Buy
7,327
+580
+9% +$342K 0.72% 22
2024
Q4 		$3.99M Hold
6,747
– – 0.67% 22
2024
Q3 		$3.89M Buy
6,747
+4
+0.1% +$2.22K 0.67% 25
2024
Q2 		$3.69M Sell
6,743
-63
-0.9% -$33.1K 0.67% 21
2024
Q1 		$3.58M Buy
6,806
+200
+3% +$100K 0.69% 22
2023
Q4 		$3.15M Buy
6,606
+479
+8% +$214K 0.67% 23
2023
Q3 		$2.63M Sell
6,127
-18
-0.3% -$8.05K 0.6% 25
2023
Q2 		$2.74M Sell
6,145
-103
-2% -$43.4K 0.61% 25
2023
Q1 		$2.57M Sell
6,248
-5
-0.1% -$2K 0.6% 27
2022
Q4 		$2.39M Sell
6,253
-57
-0.9% -$22K 0.84% 26
2022
Q3 		$2.26M Sell
6,310
-59
-0.9% -$23.6K 0.89% 27
2022
Q2 		$2.65M Sell
6,369
-335
-5% -$138K 0.9% 23
2022
Q1 		$3.04M Sell
6,704
-157
-2% -$70.2K 0.91% 21
2021
Q4 		$3.27M Buy
6,861
+9
+0.1% +$4.15K 0.97% 21
2021
Q3 		$3.21M Sell
6,852
-103
-1% -$45.6K 0.96% 18
2021
Q2 		$3.06M Sell
6,955
-55
-0.8% -$23K 0.96% 18
2021
Q1 		$2.94M Buy
7,010
+164
+2% +$63.5K 0.93% 18
2020
Q4 		$2.57M Buy
+6,846
New +$2.44M 0.97% 18

Other funds holding IVV

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
CM
Capula Management Grand Cayman, Cayman Islands $28B AUM 22.67% 1-Year Est. Return

Insight Advisors's IVV Position: Q2 2026 in Review

Insight Advisors increased its iShares Core S&P 500 ETF (IVV) stake by 1.4% in Q2 2026, buying an estimated $67K and bringing the position to 6,641 shares worth $4.97M. The position accounts for 0.88% of the portfolio, ranked #17.

Insight Advisors first reported a position in IVV in Q4 2020 and has held it in 23 quarters since. 4,101 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

  • Insight Advisors held 6,641 shares of iShares Core S&P 500 ETF worth $4.97M as of Q2 2026.
  • Insight Advisors bought 92 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $67K.
  • iShares Core S&P 500 ETF made up 0.88% of Insight Advisors's portfolio in Q2 2026, its #17 holding.
  • Insight Advisors first reported a position in iShares Core S&P 500 ETF in Q4 2020 and has held it in 23 quarters since.
  • 4,101 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Insight Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.