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IVVIVV
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Position history for FWFocus Partners Wealth's holdings in ISHARES CORE S&P 500 ETF

Focus Partners Wealth holds 2.4M shares of IVV (ISHARES CORE S&P 500 ETF), worth $1.8B as of 2026-Q2. The position was increased (+9.5% shares). IVV represents 1.9% of Focus Partners Wealth's portfolio.

Current Value

$1.8B

Current Shares

2.4M

Total Value Change

+$1.6B

Total Shares Change

+2.1M

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
2.4M
+9.5%
$1.8B1.9%$748.89
55
2026-Q1
Increased
2.2M
+5.1%
$1.4B1.6%$651.46
53
2025-Q4
Increased
2.1M
+26.0%
$1.4B1.6%$681.29
62
2025-Q3
Increased
1.7M
+108.5%
$1.1B1.8%$663.39
81
2025-Q2
Increased
797,865
+22.8%
$495.4M1.1%$613.57
60
2025-Q1
Decreased
649,627
-49.0%
$365M0.9%$553.53
0
2024-Q4
Increased
1.3M
+261.1%
$751.2M1.0%$578.12
72
2024-Q3
Decreased
352,403
-61.2%
$203.3M0.6%$564.49
0

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

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