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IVV
Showing 8 of 29 quarters

Position history for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC's holdings in iShares Trust CORE S&P500 ETF

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC holds 4.5M shares of IVV (iShares Trust CORE S&P500 ETF), 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

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q1
Latest
Decreased
4.5M
-31.4%
$2.9B6.0%$683.37
0
2025-Q4
Increased
6.5M
+0.5%
$4.5B6.2%$689.92
62
2025-Q3
Increased
6.5M
+0.7%
$4.4B6.6%$664.41
62
2025-Q2
Increased
6.5M
+2.6%
$4.1B6.7%$613.43
64
2025-Q1
Decreased
6.3M
-3.4%
$3.5B6.8%$552.75
0
2024-Q4
Increased
6.5M
+5.5%
$3.8B7.3%$583.48
66
2024-Q3
Increased
6.2M
+6.3%
$3.6B7.7%$564.81
66
2024-Q2
Increased
5.8M
+6.2%
$3.2B7.5%$536.31
66

Other major holders of IVV: BlackRock, Inc.

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