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IVV
8 quarters

Position history for CAPTRUST FINANCIAL ADVISORS's holdings in iShares Trust CORE S&P500 ETF

CAPTRUST FINANCIAL ADVISORS holds 4.3M shares of IVV (iShares Trust CORE S&P500 ETF), worth $2.8B as of 2026-Q1. The position was increased (+5.0% shares). IVV represents 4.9% of CAPTRUST FINANCIAL ADVISORS's portfolio.

Current Value

$2.8B

Current Shares

4.3M

Total Value Change

+$1.2B

Total Shares Change

+1.4M

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q1
Latest
Increased
4.3M
+5.0%
$2.8B4.9%$683.37
62
2025-Q4
Increased
4.1M
+2.8%
$2.8B5.3%$689.92
64
2025-Q3
Increased
4M
+2.8%
$2.7B5.4%$664.41
64
2025-Q2
Increased
3.9M
+5.5%
$2.4B5.4%$613.43
65
2025-Q1
Increased
3.7M
+7.3%
$2.1B5.2%$552.75
67
2024-Q4
Increased
3.4M
+9.2%
$2B5.8%$583.48
68
2024-Q3
Increased
3.1M
+8.1%
$1.8B5.4%$564.81
67
2024-Q2
New
2.9M
-
$1.6B5.1%$536.31
98

Other major holders of IVV: BlackRock, Inc.

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