Position history for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC's holdings in ISHARES TR
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC holds 4.5M shares of IVV (ISHARES TR), worth $2.9B as of 2026-Q1. The position was decreased (-31.4% shares). IVV represents 6.0% of WEALTH ENHANCEMENT ADVISORY SERVICES, LLC's portfolio.
Current Value
$2.9B
Current Shares
4.5M
Total Value Change
-$231.2M
Total Shares Change
-1.3M
Other major holders of IVV: Kestra Advisory Services, LLC, BNP PARIBAS FINANCIAL MARKETS
Decreased |
| 4.5M |
-31.4% |
| $2.9B |
| 6.0% |
| $683.37 |
0 |
| 2025-Q4 | Increased | 6.5M | +0.5% | $4.5B | 6.2% | $689.92 | 62 |
| 2025-Q3 | Increased | 6.5M | +0.7% | $4.4B | 6.6% | $664.41 | 62 |
| 2025-Q2 | Increased | 6.5M | +2.6% | $4.1B | 6.7% | $613.43 | 64 |
| 2025-Q1 | Decreased | 6.3M | -3.4% | $3.5B | 6.8% | $552.75 | 0 |
| 2024-Q4 | Increased | 6.5M | +5.5% | $3.8B | 7.3% | $583.48 | 66 |
| 2024-Q3 | Increased | 6.2M | +6.3% | $3.6B | 7.7% | $564.81 | 66 |
| 2024-Q2 | Increased | 5.8M | +6.2% | $3.2B | 7.5% | $536.31 | 66 |