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IVV
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Position history for Focus Partners Wealth's holdings in iShares Trust CORE S&P500 ETF

Focus Partners Wealth holds 2.2M shares of IVV (iShares Trust CORE S&P500 ETF), worth $1.4B as of 2026-Q1. The position was increased (+5.1% shares). IVV represents 1.6% of Focus Partners Wealth's portfolio.

Current Value

$1.4B

Current Shares

2.2M

Total Value Change

+$943.1M

Total Shares Change

+1.3M

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q1
Latest
Increased
2.2M
+5.1%
$1.4B1.6%$683.37
53
2025-Q4
Increased
2.1M
+26.0%
$1.4B1.6%$689.92
62
2025-Q3
Increased
1.7M
+108.5%
$1.1B1.8%$664.41
81
2025-Q2
Increased
797,865
+22.8%
$495.4M1.1%$613.43
60
2025-Q1
Increased
649,627
+1.8%
$365M0.9%$552.75
45
2024-Q4
Increased
637,996
+81.0%
$375.6M1.0%$583.48
67
2024-Q3
Decreased
352,403
-61.2%
$203.3M0.6%$564.81
0
2024-Q2
Increased
907,282
+131.6%
$496.5M1.7%$536.31
80

Other major holders of IVV: BlackRock, Inc.

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