IIL
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Insight Inv LLC’s iShares Core S&P 500 ETF IVV Stock Holding History

Insight Inv LLC’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 		$175K Hold
234
– – 0.08% 90
2026
Q1 		$153K Sell
234
-3
-1% -$2.05K 0.08% 89
2025
Q4 		$162K Buy
237
+41
+21% +$27.8K 0.09% 95
2025
Q3 		$131K Hold
196
– – 0.08% 98
2025
Q2 		$122K Hold
196
– – 0.08% 98
2025
Q1 		$110K Buy
196
+73
+59% +$43.1K 0.08% 102
2024
Q4 		$72.4K Buy
+123
New +$72.8K 0.05% 105

Other funds holding IVV

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
Envestnet Portfolio Solutions
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
GT
Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return
CI
Constellation Investments Montgomery, Ohio $3.18B AUM 15.57% 1-Year Est. Return

Insight Inv LLC's IVV Position: Q2 2026 in Review

Insight Inv LLC held its iShares Core S&P 500 ETF (IVV) position steady in Q2 2026 at 234 shares worth $175K. The position accounts for 0.08% of the portfolio, ranked #90.

Insight Inv LLC first reported a position in IVV in Q4 2024 and has held it in 7 quarters since. 1,823 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

  • Insight Inv LLC held 234 shares of iShares Core S&P 500 ETF worth $175K as of Q2 2026.
  • Insight Inv LLC left its iShares Core S&P 500 ETF share count unchanged in Q2 2026.
  • iShares Core S&P 500 ETF made up 0.08% of Insight Inv LLC's portfolio in Q2 2026, its #90 holding.
  • Insight Inv LLC first reported a position in iShares Core S&P 500 ETF in Q4 2024 and has held it in 7 quarters since.
  • 1,823 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Insight Inv LLC's 13F filing for Q2 2026, filed 24 Jul 2026.