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IVV
Showing 8 of 29 quarters

Position history for Waverly Advisors, LLC's holdings in iShares Trust CORE S&P500 ETF

Waverly Advisors, LLC holds 1.2M shares of IVV (iShares Trust CORE S&P500 ETF), worth $815.9M as of 2026-Q1. The position was increased (+4.8% shares). IVV represents 6.1% of Waverly Advisors, LLC's portfolio.

Current Value

$815.9M

Current Shares

1.2M

Total Value Change

+$363.8M

Total Shares Change

+422,934

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q1
Latest
Increased
1.2M
+4.8%
$815.9M6.1%$683.37
65
2025-Q4
Increased
1.2M
+4.4%
$816.2M6.6%$689.92
64
2025-Q3
Increased
1.1M
+3.3%
$763.7M7.6%$664.41
64
2025-Q2
Increased
1.1M
+7.7%
$686.1M7.5%$613.43
66
2025-Q1
Increased
1M
+11.7%
$576.4M7.0%$552.75
68
2024-Q4
Increased
918,204
+5.9%
$540.5M8.4%$583.48
65
2024-Q3
Increased
867,033
+5.0%
$500.1M9.2%$564.81
64
2024-Q2
Increased
826,142
+10.7%
$452.1M8.9%$536.31
67

Other major holders of IVV: BlackRock, Inc.

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