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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
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 $5.72T AUM 30.48% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Insight Advisors's IVV Position: Q1 2026 in Review

Insight Advisors reduced its iShares Core S&P 500 ETF (IVV) stake by 9% in Q1 2026, selling an estimated $444K and leaving 6,549 shares worth $4.28M. The position accounts for 0.81% of the portfolio, ranked #16.

Insight Advisors first reported a position in IVV in Q4 2020 and has held it in 22 quarters since. The position peaked at $4.93M in Q4 2025. 3,975 funds tracked by Wall St. Rank hold IVV as of Q1 2026.

  • Insight Advisors held 6,549 shares of iShares Core S&P 500 ETF worth $4.28M as of Q1 2026.
  • Insight Advisors sold 650 iShares Core S&P 500 ETF shares in Q1 2026, an estimated $444K.
  • iShares Core S&P 500 ETF made up 0.81% of Insight Advisors's portfolio in Q1 2026, its #16 holding.
  • Insight Advisors first reported a position in iShares Core S&P 500 ETF in Q4 2020 and has held it in 22 quarters since.
  • Insight Advisors's iShares Core S&P 500 ETF position peaked at $4.93M 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 Advisors's 13F filing for Q1 2026, filed 12 May 2026.