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 Q3	$599K	Sell	782 -465	-37%	-$355K	0.08%	80
2026 Q2	$934K	Buy	1,247 +167	+15%	+$122K	0.13%	63
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

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.6B AUM 18.15% 1-Year Est. Return

Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.6B AUM 20.91% 1-Year Est. Return

Fifth Third Bancorp Cincinnati, Ohio $61.2B AUM 25.19% 1-Year Est. Return

Insight Wealth Partners's IVV Position: Q3 2026 in Review

Insight Wealth Partners reduced its iShares Core S&P 500 ETF (IVV) stake by 37% in Q3 2026, selling an estimated $355K and leaving 782 shares worth $599K. The position accounts for 0.08% of the portfolio, ranked #80.

Insight Wealth Partners first reported a position in IVV in Q2 2023 and has held it in 14 quarters since. The position peaked at $934K in Q2 2026. 2,582 funds tracked by Wall St. Rank hold IVV as of Q3 2026.

Insight Wealth Partners held 782 shares of iShares Core S&P 500 ETF worth $599K as of Q3 2026.
Insight Wealth Partners sold 465 iShares Core S&P 500 ETF shares in Q3 2026, an estimated $355K.
iShares Core S&P 500 ETF made up 0.08% of Insight Wealth Partners's portfolio in Q3 2026, its #80 holding.
Insight Wealth Partners first reported a position in iShares Core S&P 500 ETF in Q2 2023 and has held it in 14 quarters since.
Insight Wealth Partners's iShares Core S&P 500 ETF position peaked at $934K in Q2 2026.
2,582 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q3 2026.

Based on Insight Wealth Partners's 13F filing for Q3 2026, filed 26 Oct 2026.