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IVV
Showing 8 of 29 quarters

Position history for RWA WEALTH PARTNERS, LLC's holdings in iShares Trust CORE S&P500 ETF

RWA WEALTH PARTNERS, LLC holds 174,062 shares of IVV (iShares Trust CORE S&P500 ETF), worth $113.7M as of 2026-Q1. The position was decreased (-4.5% shares). IVV represents 1.2% of RWA WEALTH PARTNERS, LLC's portfolio.

Current Value

$113.7M

Current Shares

174,062

Total Value Change

-$10.7M

Total Shares Change

-53,296

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q1
Latest
Decreased
174,062
-4.5%
$113.7M1.2%$683.37
0
2025-Q4
Increased
182,345
+0.2%
$124.9M1.4%$689.92
47
2025-Q3
Decreased
181,955
-3.6%
$121.8M1.4%$664.41
0
2025-Q2
Increased
188,694
+5.0%
$117.2M1.5%$613.43
50
2025-Q1
Decreased
179,671
-13.8%
$101M1.3%$552.75
0
2024-Q4
Increased
208,539
+1.5%
$122.8M1.5%$583.48
48
2024-Q3
Decreased
205,408
-9.7%
$118.5M1.5%$564.81
0
2024-Q2
Increased
227,358
+8.8%
$124.4M1.6%$536.31
52

Other major holders of IVV: BlackRock, Inc.

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