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IVVIVV
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Position history for WEALTH ENHANCEMENT ADVISORY SERVICES, LLCWEALTH ENHANCEMENT ADVISORY SERVICES, LLC's holdings in ISHARES CORE S&P 500 ETF

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC holds 4.8M shares of IVV (ISHARES CORE S&P 500 ETF), worth $3.6B as of 2026-Q2. The position was increased (+6.9% shares). IVV represents 6.1% of WEALTH ENHANCEMENT ADVISORY SERVICES, LLC's portfolio.

Current Value

$3.6B

Current Shares

4.8M

Total Value Change

+$60.8M

Total Shares Change

-1.4M

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
4.8M
+6.9%
$3.6B6.1%$748.89
66
2026-Q1
Decreased
4.5M
-31.4%
$2.9B6.0%$651.46
0
2025-Q4
Increased
6.5M
+0.5%
$4.5B6.2%$681.29
62
2025-Q3
Increased
6.5M
+0.7%
$4.4B6.6%$663.39
62
2025-Q2
Increased
6.5M
+2.6%
$4.1B6.7%$613.57
64
2025-Q1
Decreased
6.3M
-3.4%
$3.5B6.8%$553.53
0
2024-Q4
Increased
6.5M
+5.5%
$3.8B7.3%$578.12
66
2024-Q3
Increased
6.2M
+6.3%
$3.6B7.7%$564.49
66

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

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