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Position history for WAWealthspire Advisors, LLC's holdings in ISHARES TR

Wealthspire Advisors, LLC holds 2.9M shares of IVV (ISHARES TR), 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%$746.73
67
2026-Q1
Increased
2.7M
+0.2%
$1.7B13.7%$649.58
62
2025-Q4
Decreased
2.7M
-49.3%
$1.8B14.5%$679.33
0
2025-Q3
Increased
5.3M
+1.0%
$3.5B18.4%$661.47
62
2025-Q2
Increased
5.2M
+0.4%
$3.2B18.2%$611.80
62
2025-Q1
Increased
5.2M
+102.8%
$2.9B17.4%$551.94
100
2024-Q4
Increased
2.6M
+5.1%
$1.5B15.0%$576.45
65
2024-Q3
Increased
2.4M
+5.5%
$1.4B14.3%$562.86
65

Other major holders of IVV: BlackRock, Inc.

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