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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
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

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 Wealth Strategies's IVV Position: Q2 2026 in Review

Insight Wealth Strategies increased its iShares Core S&P 500 ETF (IVV) stake by 42% in Q2 2026, buying an estimated $514K and bringing the position to 2,381 shares worth $1.78M. The position accounts for 0.17% of the portfolio, ranked #91.

Insight Wealth Strategies first reported a position in IVV in Q4 2018 and has held it in 30 quarters since. The position peaked at $3.6M in Q1 2021. 1,826 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

  • Insight Wealth Strategies held 2,381 shares of iShares Core S&P 500 ETF worth $1.78M as of Q2 2026.
  • Insight Wealth Strategies bought 706 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $514K.
  • iShares Core S&P 500 ETF made up 0.17% of Insight Wealth Strategies's portfolio in Q2 2026, its #91 holding.
  • Insight Wealth Strategies first reported a position in iShares Core S&P 500 ETF in Q4 2018 and has held it in 30 quarters since.
  • Insight Wealth Strategies's iShares Core S&P 500 ETF position peaked at $3.6M in Q1 2021.
  • 1,826 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Insight Wealth Strategies's 13F filing for Q2 2026, filed 10 Jul 2026.