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IVV
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Position history for Allworth Financial LP's holdings in iShares Trust CORE S&P500 ETF

Allworth Financial LP holds 127,142 shares of IVV (iShares Trust CORE S&P500 ETF), worth $83.1M as of 2026-Q1. The position was decreased (-3.6% shares). IVV represents 0.3% of Allworth Financial LP's portfolio.

Current Value

$83.1M

Current Shares

127,142

Total Value Change

+$25.6M

Total Shares Change

+23,083

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q1
Latest
Decreased
127,142
-3.6%
$83.1M0.3%$683.37
0
2025-Q4
Increased
131,882
+7.4%
$90.3M0.4%$689.92
38
2025-Q3
Increased
122,758
+2.0%
$82.2M0.4%$664.41
36
2025-Q2
Increased
120,345
+1.3%
$74.7M0.4%$613.43
36
2025-Q1
Decreased
118,852
-0.6%
$65.3M0.4%$552.75
0
2024-Q4
Increased
119,571
+29.5%
$72.9M0.4%$583.48
45
2024-Q3
Decreased
92,315
-11.3%
$53.2M0.3%$564.81
0
2024-Q2
Decreased
104,059
-2.7%
$57.4M0.4%$536.31
0

Other major holders of IVV: BlackRock, Inc.

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