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

Wealthspire Advisors, LLC holds 2.9M shares of IVV (ISHARES CORE S&P 500 ETF), worth $2.1B as of 2026-Q2. The position was increased (+7.4% shares). IVV represents 11.8% of Wealthspire Advisors, LLC's portfolio.

Current Value

$2.1B

Current Shares

2.9M

Total Value Change

+$744.9M

Total Shares Change

+435,810

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
2.9M
+7.4%
$2.1B11.8%$748.89
67
2026-Q1
Increased
2.7M
+0.2%
$1.7B13.7%$651.46
62
2025-Q4
Decreased
2.7M
-49.3%
$1.8B14.5%$681.29
0
2025-Q3
Increased
5.3M
+1.0%
$3.5B18.4%$663.39
62
2025-Q2
Increased
5.2M
+0.4%
$3.2B18.2%$613.57
62
2025-Q1
Increased
5.2M
+102.8%
$2.9B17.4%$553.53
100
2024-Q4
Increased
2.6M
+5.1%
$1.5B15.0%$578.12
65
2024-Q3
Increased
2.4M
+5.5%
$1.4B14.3%$564.49
65

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

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