How many shares of IVV does NewEdge Advisors, LLC own?

As of 2026-Q1, NewEdge Advisors, LLC holds 879,831 shares of IVV (iShares Trust CORE S&P500 ETF).

What is NewEdge Advisors, LLC's IVV position worth?

As of 2026-Q1, NewEdge Advisors, LLC's IVV position is worth $574.7M.

In 2026-Q1, NewEdge Advisors, LLC increased their IVV position (+9.5% change in shares).

Based on available 13F filings, NewEdge Advisors, LLC first reported a position in IVV in 2018-Q4. They have held the position across 30 quarters.

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

Current Value

$574.7M

Current Shares

879,831

Total Value Change

+$539.1M

Total Shares Change

+738,311

Quarter-by-Quarter History

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q1 Latest	Increased	879,831	+9.5%	$574.7M	2.1%	$683.37	59
2025-Q4	Increased	803,369	+14.0%	$550.3M	2.0%	$689.92	56
2025-Q3	Increased	704,663	+8.3%	$471.6M	2.1%	$664.41	58
2025-Q2	Decreased	650,508	-20.3%	$403.9M	2.1%	$613.43	0
2025-Q1	Decreased	816,279	-0.8%	$458.7M	2.7%	$552.75	0
2024-Q4	Increased	822,886	+9.9%	$484.4M	2.9%	$583.48	59
2024-Q3	Increased	748,806	+5.2%	$431.9M	2.8%	$564.81	56
2024-Q2	Increased	711,702	+10.5%	$389.5M	2.8%	$536.31	59
2024-Q1	Decreased	644,074	-2.6%	$338.6M	3.0%	$513.70	0
2023-Q4	Increased	661,538	+8.4%	$317.1M	3.0%	$465.22	62
2023-Q3	Increased	610,452	+18.1%	$262.1M	2.9%	$416.59	62
2023-Q2	Increased	517,133	+2.5%	$230.5M	2.6%	$425.20	54
2023-Q1	Decreased	504,692	-3.4%	$207.2M	2.6%	$390.26	0
2022-Q4	Decreased	522,640	-2.7%	$50.3M	1.4%	$368.33	0
2022-Q3	Increased	537,308	+3.7%	$192.7M	3.2%	$347.80	58
2022-Q2	Increased	518,020	+6.4%	$196.4M	3.3%	$363.08	60
2022-Q1	Increased	486,767	+16.0%	$220.8M	3.6%	$436.22	65
2021-Q4	Increased	419,678	+49.5%	$200.2M	3.0%	$451.19	77
2021-Q3	Increased	280,731	+3.6%	$120.9M	3.0%	$410.29	53
2021-Q2	Increased	271,062	+5.3%	$116.5M	3.1%	$402.48	58
2021-Q1	Decreased	257,344	-3.6%	$102.4M	3.0%	$370.23	0
2020-Q4	Decreased	267,057	-0.9%	$100.3M	3.3%	$347.60	0
2020-Q3	Increased	269,459	+17.5%	$90.6M	3.1%	$309.19	64
2020-Q2	Decreased	229,342	-9.2%	$71M	2.8%	$282.09	0
2020-Q1	Increased	252,448	+7.2%	$65.2M	3.1%	$241.12	58
2019-Q4	Increased	235,587	+5.6%	$76.2M	3.0%	$294.56	58
2019-Q3	Increased	223,058	+14.2%	$66.6M	3.0%	$269.53	58
2019-Q2	Increased	195,260	+11.7%	$57.6M	3.5%	$266.17	60
2019-Q1	Increased	174,771	+23.5%	$49.7M	3.2%	$255.40	65
2018-Q4	New	141,520	-	$35.6M	2.3%	$222.89	75

Other major holders of IVV: BlackRock, Inc.