Insigneo Advisory Services’s iShares Core S&P 500 ETF IVV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$13.1M Buy
20,128
+1,289
+7% +$880K 0.93% 17
2025
Q4
$12.9M Sell
18,839
-1,001
-5% -$680K 0.93% 16
2025
Q3
$13.3M Buy
19,840
+5,248
+36% +$3.38M 0.93% 17
2025
Q2
$9.06M Buy
14,592
+1,707
+13% +$980K 0.78% 20
2025
Q1
$7.24M Buy
12,885
+1,224
+10% +$723K 0.75% 19
2024
Q4
$6.86M Buy
11,661
+4,311
+59% +$2.55M 0.71% 19
2024
Q3
$4.24M Buy
7,350
+1,772
+32% +$985K 0.43% 40
2024
Q2
$2.9M Buy
5,578
+1,406
+34% +$739K 0.33% 56
2024
Q1
$2.19M Buy
4,172
+2,146
+106% +$1.07M 0.26% 72
2023
Q4
$968K Buy
2,026
+111
+6% +$49.7K 0.14% 151
2023
Q3
$826K Buy
1,915
+4
+0.2% +$1.79K 0.17% 122
2023
Q2
$852K Buy
1,911
+1,018
+114% +$429K 0.16% 131
2023
Q1
$367K Sell
893
-363
-29% -$146K 0.12% 180
2022
Q4
$483K Buy
+1,256
New +$485K 0.18% 120

Other funds holding IVV

Insigneo Advisory Services's IVV Position: Q1 2026 in Review

Insigneo Advisory Services increased its iShares Core S&P 500 ETF (IVV) stake by 6.8% in Q1 2026, buying an estimated $880K and bringing the position to 20,128 shares worth $13.1M. The position accounts for 0.93% of the portfolio, ranked #17.

Insigneo Advisory Services first reported a position in IVV in Q4 2022 and has held it in 14 quarters since. The position peaked at $13.3M in Q3 2025. 3,977 funds tracked by Wall St. Rank hold IVV as of Q1 2026.

  • Insigneo Advisory Services held 20,128 shares of iShares Core S&P 500 ETF worth $13.1M as of Q1 2026.
  • Insigneo Advisory Services bought 1,289 iShares Core S&P 500 ETF shares in Q1 2026, an estimated $880K.
  • iShares Core S&P 500 ETF made up 0.93% of Insigneo Advisory Services's portfolio in Q1 2026, its #17 holding.
  • Insigneo Advisory Services first reported a position in iShares Core S&P 500 ETF in Q4 2022 and has held it in 14 quarters since.
  • Insigneo Advisory Services's iShares Core S&P 500 ETF position peaked at $13.3M in Q3 2025.
  • 3,977 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q1 2026.

Based on Insigneo Advisory Services's 13F filing for Q1 2026, filed 12 May 2026.