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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
Q2 		$41.8M Sell
55,827
-1,149
-2% -$837K 12.33% 1
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
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

New Insight Wealth Advisors's IVV Position: Q2 2026 in Review

New Insight Wealth Advisors reduced its iShares Core S&P 500 ETF (IVV) stake by 2% in Q2 2026, selling an estimated $837K and leaving 55,827 shares worth $41.8M. The position accounts for 12.33% of the portfolio, ranked #1.

New Insight Wealth Advisors first reported a position in IVV in Q4 2023 and has held it in 11 quarters since. 4,101 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

  • New Insight Wealth Advisors held 55,827 shares of iShares Core S&P 500 ETF worth $41.8M as of Q2 2026.
  • New Insight Wealth Advisors sold 1,149 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $837K.
  • iShares Core S&P 500 ETF made up 12.33% of New Insight Wealth Advisors's portfolio in Q2 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 11 quarters since.
  • 4,101 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on New Insight Wealth Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.