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Position history for OSAIC HOLDINGS, INC.OSAIC HOLDINGS, INC.'s holdings in ISHARES CORE S&P 500 ETF

OSAIC HOLDINGS, INC. holds 1.9M shares of IVV (ISHARES CORE S&P 500 ETF), worth $1.4B as of 2026-Q2. The position was increased (+16.7% shares). IVV represents 1.7% of OSAIC HOLDINGS, INC.'s portfolio.

Current Value

$1.4B

Current Shares

1.9M

Total Value Change

+$554.9M

Total Shares Change

+389,788

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
1.9M
+16.7%
$1.4B1.7%$748.89
58
2026-Q1
Increased
1.6M
+2.3%
$1.1B1.6%$651.46
51
2025-Q4
Decreased
1.6M
-6.1%
$1.1B1.6%$681.29
0
2025-Q3
Decreased
1.7M
-0.7%
$1.1B1.6%$663.39
0
2025-Q2
Increased
1.7M
+5.3%
$1.1B1.9%$613.57
53
2025-Q1
Decreased
1.6M
-7.2%
$919.6M2.0%$553.53
0
2024-Q4
Increased
1.8M
+15.5%
$910M2.0%$578.12
63
2024-Q3
Decreased
1.5M
-8.5%
$880.5M2.0%$564.49
0

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

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