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Position history for WAWaverly Advisors, LLC's holdings in ISHARES CORE S&P 500 ETF

Waverly Advisors, LLC holds 1.3M shares of IVV (ISHARES CORE S&P 500 ETF), worth $972M as of 2026-Q2. The position was increased (+3.9% shares). IVV represents 5.6% of Waverly Advisors, LLC's portfolio.

Current Value

$972M

Current Shares

1.3M

Total Value Change

+$471.9M

Total Shares Change

+430,911

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
1.3M
+3.9%
$972M5.6%$748.89
64
2026-Q1
Increased
1.2M
+4.8%
$815.9M6.1%$651.46
65
2025-Q4
Increased
1.2M
+4.4%
$816.2M6.6%$681.29
64
2025-Q3
Increased
1.1M
+3.3%
$763.7M7.6%$663.39
64
2025-Q2
Increased
1.1M
+7.7%
$686.1M7.5%$613.57
66
2025-Q1
Increased
1M
+11.7%
$576.4M7.0%$553.53
68
2024-Q4
Increased
918,204
+5.9%
$540.5M8.4%$578.12
65
2024-Q3
Increased
867,033
+5.0%
$500.1M9.2%$564.49
64

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

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