Back to &PARTNERS &PARTNERS

IVVIVV
Showing 8 of 30 quarters

Position history for &PARTNERS&PARTNERS's holdings in ISHARES TR

&PARTNERS holds 936,468 shares of IVV (ISHARES TR), worth $702M as of 2026-Q2. The position was increased (+10.0% shares). IVV represents 2.9% of &PARTNERS's portfolio.

Current Value

$702M

Current Shares

936,468

Total Value Change

+$544.9M

Total Shares Change

+665,711

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
936,468
+10.0%
$702M2.9%$748.89
60
2026-Q1
Increased
851,150
+9.8%
$556.9M2.8%$651.46
59
2025-Q4
Increased
774,856
+7.7%
$531M2.8%$681.29
58
2025-Q3
Increased
719,462
+20.4%
$477.8M3.1%$663.39
68
2025-Q2
Increased
597,818
+11.8%
$371.8M2.9%$613.57
60
2025-Q1
Increased
534,943
+38.7%
$299.1M3.2%$553.53
75
2024-Q4
Increased
385,585
+42.4%
$230.8M2.8%$578.12
71
2024-Q3
Increased
270,757
+102.3%
$157.1M3.0%$564.49
90

Other major holders of IVV: Steward Partners Investment Advisory, LLC, BlackRock, Inc.

Analytics tracking helps us improve the product. Essential functions stay on either way. How analytics data is used