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

Inspirion Wealth 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
Q2 		$1.82M Sell
2,435
-8
-0.3% -$5.83K 0.21% 48
2026
Q1 		$1.6M Sell
2,443
-44
-2% -$30K 0.2% 50
2025
Q4 		$1.7M Sell
2,487
-765
-24% -$519K 0.21% 50
2025
Q3 		$1.88M Buy
3,252
+727
+29% +$468K 0.26% 40
2025
Q2 		$1.57M Sell
2,525
-115
-4% -$66K 0.21% 49
2025
Q1 		$1.48M Sell
2,640
-16
-0.6% -$9.45K 0.21% 48
2024
Q4 		$1.57M Sell
2,656
-596
-18% -$353K 0.22% 43
2024
Q3 		$1.88M Buy
3,252
+16
+0.5% +$8.9K 0.26% 40
2024
Q2 		$1.77M Sell
3,236
-73
-2% -$38.4K 0.27% 39
2024
Q1 		$1.74M Buy
3,309
+1
+0% +$500 0.29% 40
2023
Q4 		$1.57M Sell
3,308
-35
-1% -$15.7K 0.28% 41
2023
Q3 		$1.44M Sell
3,343
-6
-0.2% -$2.68K 0.28% 42
2023
Q2 		$1.49M Buy
3,349
+912
+37% +$384K 0.29% 40
2023
Q1 		$1M Sell
2,437
-3
-0.1% -$1.2K 0.2% 52
2022
Q4 		$938K Sell
2,440
-40
-2% -$15.4K 0.2% 50
2022
Q3 		$890K Sell
2,480
-47
-2% -$18.8K 0.2% 50
2022
Q2 		$958K Hold
2,527
– – 0.21% 51
2022
Q1 		$1.15M Buy
2,527
+28
+1% +$12.5K 0.23% 42
2021
Q4 		$1.19M Hold
2,499
– – 0.25% 41
2021
Q3 		$1.08M Buy
2,499
+1
+0% +$443 0.25% 39
2021
Q2 		$1.07M Sell
2,498
-16
-0.6% -$6.7K 0.26% 37
2021
Q1 		$1M Sell
2,514
-13
-0.5% -$5.03K 0.27% 35
2020
Q4 		$949K Hold
2,527
– – 0.27% 31
2020
Q3 		$849K Sell
2,527
-85
-3% -$28.3K 0.29% 29
2020
Q2 		$809K Sell
2,612
-71
-3% -$20.8K 0.32% 31
2020
Q1 		$693K Sell
2,683
-683
-20% -$209K 0.34% 32
2019
Q4 		$1.09M Buy
3,366
+455
+16% +$141K 0.37% 27
2019
Q3 		$869K Sell
2,911
-125
-4% -$37.2K 0.38% 27
2019
Q2 		$895K Sell
3,036
-180
-6% -$52.2K 0.39% 27
2019
Q1 		$915K Sell
3,216
-680
-17% -$186K 0.41% 26
2018
Q4 		$980K Sell
3,896
-475
-11% -$129K 0.49% 25
2018
Q3 		$1.28M Sell
4,371
-1,856
-30% -$532K 0.54% 26
2018
Q2 		$1.7M Sell
6,227
-1,523
-20% -$414K 0.8% 22
2018
Q1 		$2.06M Sell
7,750
-8,723
-53% -$2.4M 1.01% 19
2017
Q4 		$4.43M Buy
16,473
+749
+5% +$196K 2.15% 9
2017
Q3 		$3.98M Sell
15,724
-37
-0.2% -$9.19K 2.02% 9
2017
Q2 		$3.84M Buy
15,761
+1,852
+13% +$447K 2.08% 9
2017
Q1 		$3.3M Buy
13,909
+1,028
+8% +$240K 1.87% 9
2016
Q4 		$2.9M Buy
12,881
+27
+0.2% +$5.93K 1.84% 11
2016
Q3 		$2.8M Buy
12,854
+642
+5% +$140K 1.81% 11
2016
Q2 		$2.57M Sell
12,212
-89
-0.7% -$18.6K 1.68% 11
2016
Q1 		$2.54M Buy
12,301
+197
+2% +$38.6K 1.78% 11
2015
Q4 		$2.48M Buy
12,104
+100
+0.8% +$20.7K 1.82% 10
2015
Q3 		$2.31M Buy
12,004
+879
+8% +$179K 1.83% 10
2015
Q2 		$2.31M Buy
11,125
+3,441
+45% +$728K 1.7% 13
2015
Q1 		$1.6M Buy
7,684
+2,006
+35% +$417K 1.29% 18
2014
Q4 		$1.18M Buy
+5,678
New +$1.15M 1.09% 21

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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
AG
AIA Group Hong Kong $7.95B AUM 28.94% 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

Inspirion Wealth Advisors's IVV Position: Q2 2026 in Review

Inspirion Wealth Advisors reduced its iShares Core S&P 500 ETF (IVV) stake by 0.33% in Q2 2026, selling an estimated $5.83K and leaving 2,435 shares worth $1.82M. The position accounts for 0.21% of the portfolio, ranked #48.

Inspirion Wealth Advisors first reported a position in IVV in Q4 2014 and has held it in 47 quarters since. The position peaked at $4.43M in Q4 2017. 2,171 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

  • Inspirion Wealth Advisors held 2,435 shares of iShares Core S&P 500 ETF worth $1.82M as of Q2 2026.
  • Inspirion Wealth Advisors sold 8 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $5.83K.
  • iShares Core S&P 500 ETF made up 0.21% of Inspirion Wealth Advisors's portfolio in Q2 2026, its #48 holding.
  • Inspirion Wealth Advisors first reported a position in iShares Core S&P 500 ETF in Q4 2014 and has held it in 47 quarters since.
  • Inspirion Wealth Advisors's iShares Core S&P 500 ETF position peaked at $4.43M in Q4 2017.
  • 2,171 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Inspirion Wealth Advisors's 13F filing for Q2 2026, filed 7 Jul 2026.