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IVV
Showing 8 of 27 quarters

Position history for &PARTNERS's holdings in iShares Trust CORE S&P500 ETF

&PARTNERS holds 851,150 shares of IVV (iShares Trust CORE S&P500 ETF), worth $556.9M as of 2026-Q1. The position was increased (+9.8% shares). IVV represents 2.8% of &PARTNERS's portfolio.

Current Value

$556.9M

Current Shares

851,150

Total Value Change

+$483.1M

Total Shares Change

+717,344

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q1
Latest
Increased
851,150
+9.8%
$556.9M2.8%$683.37
59
2025-Q4
Increased
774,856
+7.7%
$531M2.8%$689.92
58
2025-Q3
Increased
719,462
+20.4%
$477.8M3.1%$664.41
68
2025-Q2
Increased
597,818
+11.8%
$371.8M2.9%$613.43
60
2025-Q1
Increased
534,943
+38.7%
$299.1M3.2%$552.75
75
2024-Q4
Increased
385,585
+42.4%
$230.8M2.8%$583.48
71
2024-Q3
Increased
270,757
+102.3%
$157.1M3.0%$564.81
90
2024-Q2
Increased
133,806
+251.8%
$73.8M3.2%$536.31
88

Other major holders of IVV: BlackRock, Inc.

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