Position history for Wealthspire Advisors, LLC's holdings in ISHARES TR
Wealthspire Advisors, LLC holds 2.7M shares of IVV (ISHARES TR), worth $1.8B as of 2025-Q4. The position was decreased (-49.3% shares). IVV represents 14.5% of Wealthspire Advisors, LLC's portfolio.
Current Value
$1.8B
Current Shares
2.7M
Total Value Change
+$562.6M
Total Shares Change
+357,679
Other major holders of IVV: Kestra Advisory Services, LLC, BNP PARIBAS FINANCIAL MARKETS
Decreased |
| 2.7M |
-49.3% |
| $1.8B |
| 14.5% |
| $689.92 |
0 |
| 2025-Q3 | Increased | 5.3M | +1.0% | $3.5B | 18.4% | $664.41 | 62 |
| 2025-Q2 | Increased | 5.2M | +0.4% | $3.2B | 18.2% | $613.43 | 62 |
| 2025-Q1 | Increased | 5.2M | +102.8% | $2.9B | 17.4% | $552.75 | 100 |
| 2024-Q4 | Increased | 2.6M | +5.1% | $1.5B | 15.0% | $583.48 | 65 |
| 2024-Q3 | Increased | 2.4M | +5.5% | $1.4B | 14.3% | $564.81 | 65 |
| 2024-Q2 | Increased | 2.3M | +4.9% | $1.3B | 16.2% | $536.31 | 65 |