IF
IVV icon

Intrua Financial’s iShares Core S&P 500 ETF IVV Stock Holding History

Intrua Financial’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 		$8.25M Sell
11,017
-384
-3% -$280K 0.76% 23
2026
Q1 		$7.45M Buy
11,401
+230
+2% +$157K 0.77% 21
2025
Q4 		$7.65M Sell
11,171
-75
-0.7% -$50.9K 0.81% 20
2025
Q3 		$7.53M Sell
11,246
-103
-0.9% -$66.3K 0.82% 20
2025
Q2 		$7.05M Sell
11,349
-77
-0.7% -$44.2K 0.95% 19
2025
Q1 		$6.42M Buy
11,426
+5,644
+98% +$3.33M 0.93% 19
2024
Q4 		$3.4M Buy
5,782
+368
+7% +$218K 0.52% 39
2024
Q3 		$3.12M Sell
5,414
-95
-2% -$52.8K 0.46% 43
2024
Q2 		$3.01M Sell
5,509
-6
-0.1% -$3.15K 0.45% 42
2024
Q1 		$2.9M Buy
5,515
+3
+0.1% +$1.5K 0.42% 46
2023
Q4 		$2.63M Sell
5,512
-45
-0.8% -$20.1K 0.39% 59
2023
Q3 		$2.39M Sell
5,557
-47
-0.8% -$21K 0.4% 58
2023
Q2 		$2.5M Buy
5,604
+141
+3% +$59.4K 0.42% 57
2023
Q1 		$2.26M Sell
5,463
-332
-6% -$133K 0.47% 52
2022
Q4 		$2.26M Sell
5,795
-347
-6% -$134K 0.52% 47
2022
Q3 		$2.2M Sell
6,142
-6,635
-52% -$2.65M 0.59% 38
2022
Q2 		$4.84M Sell
12,777
-1,437
-10% -$591K 1.03% 20
2022
Q1 		$6.45M Buy
14,214
+1,326
+10% +$593K 1.15% 17
2021
Q4 		$6.15M Sell
12,888
-1,229
-9% -$566K 1.07% 22
2021
Q3 		$6.43M Buy
14,117
+2,734
+24% +$1.21M 1.19% 17
2021
Q2 		$5.07M Buy
11,383
+1,924
+20% +$806K 1.21% 20
2021
Q1 		$3.96M Buy
9,459
+8,791
+1,316% +$3.4M 1.01% 21
2020
Q4 		$251K Buy
+668
New +$238K 0.11% 172
2020
Q3 		– Sell
-1,317
Closed -$445K – 234
2020
Q2 		$445K Buy
+1,317
New +$387K 0.17% 122

Other funds holding IVV

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
CM
Capula Management Grand Cayman, Cayman Islands $28B AUM 22.67% 1-Year Est. Return

Intrua Financial's IVV Position: Q2 2026 in Review

Intrua Financial reduced its iShares Core S&P 500 ETF (IVV) stake by 3.4% in Q2 2026, selling an estimated $280K and leaving 11,017 shares worth $8.25M. The position accounts for 0.76% of the portfolio, ranked #23.

Intrua Financial first reported a position in IVV in Q2 2020 and has held it in 24 quarters since. 4,085 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

  • Intrua Financial held 11,017 shares of iShares Core S&P 500 ETF worth $8.25M as of Q2 2026.
  • Intrua Financial sold 384 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $280K.
  • iShares Core S&P 500 ETF made up 0.76% of Intrua Financial's portfolio in Q2 2026, its #23 holding.
  • Intrua Financial first reported a position in iShares Core S&P 500 ETF in Q2 2020 and has held it in 24 quarters since.
  • 4,085 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Intrua Financial's 13F filing for Q2 2026, filed 24 Jul 2026.