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

Insight Wealth Strategies’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 		$1.61M Sell
2,101
-280
-12% -$214K 0.16% 94
2026
Q2 		$1.78M Buy
2,381
+706
+42% +$514K 0.17% 91
2026
Q1 		$1.09M Sell
1,675
-59
-3% -$40.3K 0.12% 107
2025
Q4 		$1.19M Buy
1,734
+80
+5% +$54.3K 0.14% 102
2025
Q3 		$1.11M Sell
1,654
-144
-8% -$92.7K 0.13% 102
2025
Q2 		$1.12M Buy
1,798
+72
+4% +$41.3K 0.14% 99
2025
Q1 		$970K Buy
1,726
+17
+1% +$10K 0.13% 104
2024
Q4 		$1.01M Buy
1,709
+33
+2% +$19.5K 0.13% 105
2024
Q3 		$966K Sell
1,676
-23
-1% -$12.8K 0.13% 113
2024
Q2 		$930K Buy
1,699
+226
+15% +$119K 0.13% 117
2024
Q1 		$774K Buy
1,473
+70
+5% +$35K 0.11% 122
2023
Q4 		$670K Buy
1,403
+46
+3% +$20.6K 0.11% 121
2023
Q3 		$583K Hold
1,357
– – 0.11% 112
2023
Q2 		$605K Buy
1,357
+2
+0.1% +$843 0.12% 106
2023
Q1 		$557K Buy
1,355
+82
+6% +$32.9K 0.11% 105
2022
Q4 		$489K Sell
1,273
-25
-2% -$9.65K 0.09% 106
2022
Q3 		$492K Hold
1,298
– – 0.09% 113
2022
Q2 		$492K Buy
1,298
+360
+38% +$148K 0.09% 113
2022
Q1 		$425K Buy
938
+179
+24% +$80.1K 0.06% 125
2021
Q4 		$362K Sell
759
-7,124
-90% -$3.28M 0.05% 129
2021
Q3 		$3.4M Buy
7,883
+3,160
+67% +$1.4M 0.48% 30
2021
Q2 		$2.03M Sell
4,723
-4,320
-48% -$1.81M 0.29% 46
2021
Q1 		$3.6M Buy
9,043
+5,020
+125% +$1.94M 0.48% 31
2020
Q4 		$1.51M Buy
4,023
+2,709
+206% +$964K 0.26% 53
2020
Q3 		$442K Buy
1,314
+302
+30% +$101K 0.08% 114
2020
Q2 		$313K Sell
1,012
-87
-8% -$25.5K 0.07% 124
2020
Q1 		$284K Sell
1,099
-380
-26% -$116K 0.08% 118
2019
Q4 		$478K Sell
1,479
-909
-38% -$281K 0.1% 128
2019
Q3 		$713K Buy
2,388
+1,449
+154% +$431K 0.17% 93
2019
Q2 		$277K Buy
+939
New +$272K 0.07% 139
2019
Q1 		– Sell
-1,303
Closed -$328K – 143
2018
Q4 		$328K Buy
+1,303
New +$354K 0.1% 115

Other funds holding IVV

FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
AWE
Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return
BOF
Bank of Finland Helsinki, Finland $1.38B AUM 11.75% 1-Year Est. Return
LPT
Legacy Private Trust Neenah, Wisconsin $1.83B AUM 13% 1-Year Est. Return
AAG
Armstrong Advisory Group Needham, Massachusetts $1.66B AUM 13.15% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return
LFG
Leverty Financial Group Hudson, Wisconsin $549M AUM 10.43% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
BSB
Bangor Savings Bank Bangor, Maine $1.31B AUM 12.25% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return

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

Insight Wealth Strategies reduced its iShares Core S&P 500 ETF (IVV) stake by 12% in Q3 2026, selling an estimated $214K and leaving 2,101 shares worth $1.61M. The position accounts for 0.16% of the portfolio, ranked #94.

Insight Wealth Strategies first reported a position in IVV in Q4 2018 and has held it in 31 quarters since. The position peaked at $3.6M in Q1 2021. 245 funds tracked by Wall St. Rank hold IVV as of Q3 2026.

  • Insight Wealth Strategies held 2,101 shares of iShares Core S&P 500 ETF worth $1.61M as of Q3 2026.
  • Insight Wealth Strategies sold 280 iShares Core S&P 500 ETF shares in Q3 2026, an estimated $214K.
  • iShares Core S&P 500 ETF made up 0.16% of Insight Wealth Strategies's portfolio in Q3 2026, its #94 holding.
  • Insight Wealth Strategies first reported a position in iShares Core S&P 500 ETF in Q4 2018 and has held it in 31 quarters since.
  • Insight Wealth Strategies's iShares Core S&P 500 ETF position peaked at $3.6M in Q1 2021.
  • 245 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q3 2026.

Based on Insight Wealth Strategies's 13F filing for Q3 2026, filed 9 Oct 2026.