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Inspire Advisors’s iShares Core S&P 500 ETF IVV Stock Holding History

Inspire Advisors’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 		$4.52M Buy
6,913
+1,788
+35% +$1.22M 0.37% 27
2025
Q4 		$3.51M Buy
5,125
+827
+19% +$562K 0.32% 44
2025
Q3 		$2.88M Buy
4,298
+402
+10% +$259K 0.28% 62
2025
Q2 		$2.42M Buy
3,896
+58
+2% +$33.3K 0.25% 74
2025
Q1 		$2.16M Buy
3,838
+388
+11% +$229K 0.25% 71
2024
Q4 		$2.03M Buy
3,450
+55
+2% +$32.6K 0.25% 60
2024
Q3 		$1.96M Buy
3,395
+78
+2% +$43.4K 0.24% 53
2024
Q2 		$1.82M Sell
3,317
-493
-13% -$259K 0.24% 43
2024
Q1 		$2M Buy
3,810
+1,292
+51% +$646K 0.28% 30
2023
Q4 		$1.2M Buy
2,518
+1,171
+87% +$524K 0.18% 50
2023
Q3 		$578K Buy
1,347
+290
+27% +$130K 0.1% 114
2023
Q2 		$471K Sell
1,057
-152
-13% -$64.1K 0.09% 101
2023
Q1 		$497K Sell
1,209
-124
-9% -$49.7K 0.11% 77
2022
Q4 		$512K Buy
1,333
+106
+9% +$40.9K 0.13% 57
2022
Q3 		$440K Buy
1,227
+95
+8% +$37.9K 0.12% 27
2022
Q2 		$429K Buy
1,132
+3
+0.3% +$1.23K 0.12% 28
2022
Q1 		$512K Buy
1,129
+432
+62% +$193K 0.14% 27
2021
Q4 		$333K Buy
+697
New +$321K 0.09% 52
2021
Q2 		– Sell
-520
Closed -$207K – 94
2021
Q1 		$207K Sell
520
-146
-22% -$56.5K 0.07% 62
2020
Q4 		$250K Buy
+666
New +$237K 0.09% 48

Other funds holding IVV

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Inspire Advisors's IVV Position: Q1 2026 in Review

Inspire Advisors increased its iShares Core S&P 500 ETF (IVV) stake by 35% in Q1 2026, buying an estimated $1.22M and bringing the position to 6,913 shares worth $4.52M. The position accounts for 0.37% of the portfolio, ranked #27.

Inspire Advisors first reported a position in IVV in Q4 2020 and has held it in 20 quarters since. 3,979 funds tracked by Wall St. Rank hold IVV as of Q1 2026.

  • Inspire Advisors held 6,913 shares of iShares Core S&P 500 ETF worth $4.52M as of Q1 2026.
  • Inspire Advisors bought 1,788 iShares Core S&P 500 ETF shares in Q1 2026, an estimated $1.22M.
  • iShares Core S&P 500 ETF made up 0.37% of Inspire Advisors's portfolio in Q1 2026, its #27 holding.
  • Inspire Advisors first reported a position in iShares Core S&P 500 ETF in Q4 2020 and has held it in 20 quarters since.
  • 3,979 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q1 2026.

Based on Inspire Advisors's 13F filing for Q1 2026, filed 15 May 2026.