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IVV
Showing 8 of 29 quarters

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

Wealthspire Advisors, LLC holds 2.7M shares of IVV (iShares Trust CORE S&P500 ETF), worth $1.7B as of 2026-Q1. The position was increased (+0.2% shares). IVV represents 13.7% of Wealthspire Advisors, LLC's portfolio.

Current Value

$1.7B

Current Shares

2.7M

Total Value Change

+$482.1M

Total Shares Change

+363,850

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q1
Latest
Increased
2.7M
+0.2%
$1.7B13.7%$683.37
62
2025-Q4
Decreased
2.7M
-49.3%
$1.8B14.5%$689.92
0
2025-Q3
Increased
5.3M
+1.0%
$3.5B18.4%$664.41
62
2025-Q2
Increased
5.2M
+0.4%
$3.2B18.2%$613.43
62
2025-Q1
Increased
5.2M
+102.8%
$2.9B17.4%$552.75
100
2024-Q4
Increased
2.6M
+5.1%
$1.5B15.0%$583.48
65
2024-Q3
Increased
2.4M
+5.5%
$1.4B14.3%$564.81
65
2024-Q2
Increased
2.3M
+4.9%
$1.3B16.2%$536.31
65

Other major holders of IVV: BlackRock, Inc.

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