Intellus Advisors’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
$1.26M Buy
1,928
+720
+60% +$492K 0.17% 44
2025
Q4
$827K Hold
1,208
0.11% 57
2025
Q3
$809K Sell
1,208
-244
-17% -$157K 0.11% 59
2025
Q2
$902K Buy
1,452
+843
+138% +$484K 0.13% 54
2025
Q1
$342K Hold
609
0.06% 87
2024
Q4
$359K Buy
+609
New +$360K 0.06% 79

Other funds holding IVV

Intellus Advisors's IVV Position: Q1 2026 in Review

Intellus Advisors increased its iShares Core S&P 500 ETF (IVV) stake by 60% in Q1 2026, buying an estimated $492K and bringing the position to 1,928 shares worth $1.26M. The position accounts for 0.17% of the portfolio, ranked #44.

Intellus Advisors first reported a position in IVV in Q4 2024 and has held it in 6 quarters since. 3,980 funds tracked by Wall St. Rank hold IVV as of Q1 2026.

  • Intellus Advisors held 1,928 shares of iShares Core S&P 500 ETF worth $1.26M as of Q1 2026.
  • Intellus Advisors bought 720 iShares Core S&P 500 ETF shares in Q1 2026, an estimated $492K.
  • iShares Core S&P 500 ETF made up 0.17% of Intellus Advisors's portfolio in Q1 2026, its #44 holding.
  • Intellus Advisors first reported a position in iShares Core S&P 500 ETF in Q4 2024 and has held it in 6 quarters since.
  • 3,980 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q1 2026.

Based on Intellus Advisors's 13F filing for Q1 2026, filed 7 May 2026.