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Position history for D.A. DAVIDSON & CO.D.A. DAVIDSON & CO.'s holdings in ISHARES CORE S&P 500 ETF

D.A. DAVIDSON & CO. holds 182,675 shares of IVV (ISHARES CORE S&P 500 ETF), worth $136.8M as of 2026-Q2. The position was increased (+3.7% shares). IVV represents 0.8% of D.A. DAVIDSON & CO.'s portfolio.

Current Value

$136.8M

Current Shares

182,675

Total Value Change

+$35.1M

Total Shares Change

+6,299

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
182,675
+3.7%
$136.8M0.8%$748.89
44
2026-Q1
Increased
176,187
+3.6%
$115.1M0.7%$651.46
44
2025-Q4
Increased
170,089
+0.5%
$116.5M0.7%$681.29
42
2025-Q3
Decreased
169,174
-0.1%
$113.2M0.7%$663.39
0
2025-Q2
Decreased
169,281
-1.3%
$105.1M0.7%$613.57
0
2025-Q1
Decreased
171,515
-2.4%
$96.4M0.8%$553.53
0
2024-Q4
Decreased
175,733
-0.4%
$103.5M0.8%$578.12
0
2024-Q3
Decreased
176,376
-5.7%
$101.7M0.8%$564.49
0

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

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