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IVV
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Position history for D.A. DAVIDSON & CO.'s holdings in iShares Trust CORE S&P500 ETF

D.A. DAVIDSON & CO. holds 176,187 shares of IVV (iShares Trust CORE S&P500 ETF), worth $115.1M as of 2026-Q1. The position was increased (+3.6% shares). IVV represents 0.7% of D.A. DAVIDSON & CO.'s portfolio.

Current Value

$115.1M

Current Shares

176,187

Total Value Change

+$12.8M

Total Shares Change

-10,780

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q1
Latest
Increased
176,187
+3.6%
$115.1M0.7%$683.37
44
2025-Q4
Increased
170,089
+0.5%
$116.5M0.7%$689.92
42
2025-Q3
Decreased
169,174
-0.1%
$113.2M0.7%$664.41
0
2025-Q2
Decreased
169,281
-1.3%
$105.1M0.7%$613.43
0
2025-Q1
Decreased
171,515
-2.4%
$96.4M0.8%$552.75
0
2024-Q4
Decreased
175,733
-0.4%
$103.5M0.8%$583.48
0
2024-Q3
Decreased
176,376
-5.7%
$101.7M0.8%$564.81
0
2024-Q2
Increased
186,967
+1.4%
$102.3M0.9%$536.31
43

Other major holders of IVV: BlackRock, Inc.

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