Position history for &PARTNERS's holdings in ISHARES TR
&PARTNERS holds 851,150 shares of IVV (ISHARES TR), 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
Other major holders of IVV: Kestra Advisory Services, LLC, BNP PARIBAS FINANCIAL MARKETS
Increased |
| 851,150 |
+9.8% |
| $556.9M |
| 2.8% |
| $683.37 |
59 |
| 2025-Q4 | Increased | 774,856 | +7.7% | $531M | 2.8% | $689.92 | 58 |
| 2025-Q3 | Increased | 719,462 | +20.4% | $477.8M | 3.1% | $664.41 | 68 |
| 2025-Q2 | Increased | 597,818 | +11.8% | $371.8M | 2.9% | $613.43 | 60 |
| 2025-Q1 | Increased | 534,943 | +38.7% | $299.1M | 3.2% | $552.75 | 75 |
| 2024-Q4 | Increased | 385,585 | +42.4% | $230.8M | 2.8% | $583.48 | 71 |
| 2024-Q3 | Increased | 270,757 | +102.3% | $157.1M | 3.0% | $564.81 | 90 |
| 2024-Q2 | Increased | 133,806 | +251.8% | $73.8M | 3.2% | $536.31 | 88 |