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

Insight Wealth Partners’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	$705K	Buy	1,080 +386	+56%	+$264K	0.1%	73
2025 Q4	$475K	Hold	694	–	–	0.07%	77
2025 Q3	$464K	Hold	694	–	–	0.14%	74
2025 Q2	$431K	Hold	694	–	–	0.17%	74
2025 Q1	$390K	Hold	694	–	–	0.06%	78
2024 Q4	$409K	Hold	694	–	–	0.06%	73
2024 Q3	$400K	Hold	694	–	–	0.08%	77
2024 Q2	$380K	Hold	694	–	–	0.07%	73
2024 Q1	$365K	Hold	694	–	–	0.06%	71
2023 Q4	$331K	Hold	694	–	–	0.06%	63
2023 Q3	$298K	Hold	694	–	–	0.06%	63
2023 Q2	$309K	Buy	+694	New	+$292K	0.07%	59

Other funds holding IVV

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Insight Wealth Partners's IVV Position: Q1 2026 in Review

Insight Wealth Partners increased its iShares Core S&P 500 ETF (IVV) stake by 56% in Q1 2026, buying an estimated $264K and bringing the position to 1,080 shares worth $705K. The position accounts for 0.1% of the portfolio, ranked #73.

Insight Wealth Partners first reported a position in IVV in Q2 2023 and has held it in 12 quarters since. 3,977 funds tracked by Wall St. Rank hold IVV as of Q1 2026.

Insight Wealth Partners held 1,080 shares of iShares Core S&P 500 ETF worth $705K as of Q1 2026.
Insight Wealth Partners bought 386 iShares Core S&P 500 ETF shares in Q1 2026, an estimated $264K.
iShares Core S&P 500 ETF made up 0.1% of Insight Wealth Partners's portfolio in Q1 2026, its #73 holding.
Insight Wealth Partners first reported a position in iShares Core S&P 500 ETF in Q2 2023 and has held it in 12 quarters since.
3,977 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q1 2026.

Based on Insight Wealth Partners's 13F filing for Q1 2026, filed 14 May 2026.