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

New Insight 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 Q1	$37.2M	Buy	56,976 +1,342	+2%	+$916K	13.35%	1
2025 Q4	$38.1M	Buy	55,634 +4,920	+10%	+$3.34M	13.61%	1
2025 Q3	$33.9M	Buy	50,714 +1,825	+4%	+$1.18M	12.77%	1
2025 Q2	$30.4M	Sell	48,889 -1,263	-3%	-$725K	12.49%	1
2025 Q1	$28.2M	Buy	50,152 +3,404	+7%	+$2.01M	12.8%	1
2024 Q4	$27.5M	Sell	46,748 -1,197	-2%	-$709K	13.78%	1
2024 Q3	$27.7M	Buy	47,945 +4,274	+10%	+$2.38M	14.55%	1
2024 Q2	$23.9M	Buy	43,671 +6,304	+17%	+$3.31M	14.07%	1
2024 Q1	$19.6M	Buy	37,367 +3,055	+9%	+$1.53M	12.27%	1
2023 Q4	$16.4M	Buy	+34,312	New	+$15.4M	11.04%	1

Other funds holding IVV

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

New Insight Wealth Advisors's IVV Position: Q1 2026 in Review

New Insight Wealth Advisors increased its iShares Core S&P 500 ETF (IVV) stake by 2.4% in Q1 2026, buying an estimated $916K and bringing the position to 56,976 shares worth $37.2M. The position accounts for 13.35% of the portfolio, ranked #1.

New Insight Wealth Advisors first reported a position in IVV in Q4 2023 and has held it in 10 quarters since. The position peaked at $38.1M in Q4 2025. 3,975 funds tracked by Wall St. Rank hold IVV as of Q1 2026.

New Insight Wealth Advisors held 56,976 shares of iShares Core S&P 500 ETF worth $37.2M as of Q1 2026.
New Insight Wealth Advisors bought 1,342 iShares Core S&P 500 ETF shares in Q1 2026, an estimated $916K.
iShares Core S&P 500 ETF made up 13.35% of New Insight Wealth Advisors's portfolio in Q1 2026, its #1 holding.
New Insight Wealth Advisors first reported a position in iShares Core S&P 500 ETF in Q4 2023 and has held it in 10 quarters since.
New Insight Wealth Advisors's iShares Core S&P 500 ETF position peaked at $38.1M in Q4 2025.
3,975 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q1 2026.

Based on New Insight Wealth Advisors's 13F filing for Q1 2026, filed 8 May 2026.