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IVVIVV
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Position history for OneDigital Investment Advisors LLCOneDigital Investment Advisors LLC's holdings in ISHARES CORE S&P 500 ETF

OneDigital Investment Advisors LLC holds 220,668 shares of IVV (ISHARES CORE S&P 500 ETF), worth $165.3M as of 2026-Q2. The position was decreased (-0.5% shares). IVV represents 1.4% of OneDigital Investment Advisors LLC's portfolio.

Current Value

$165.3M

Current Shares

220,668

Total Value Change

+$39M

Total Shares Change

+1,809

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Decreased
220,668
-0.5%
$165.3M1.4%$748.89
0
2026-Q1
Increased
221,711
+6.4%
$144.8M1.4%$651.46
51
2025-Q4
Decreased
208,317
-5.1%
$142.7M1.4%$681.29
0
2025-Q3
Increased
219,553
+1.8%
$146.9M1.5%$663.39
49
2025-Q2
Increased
215,681
+1.7%
$133.9M1.5%$613.57
48
2025-Q1
Decreased
212,110
-2.9%
$119.2M1.4%$553.53
0
2024-Q4
Decreased
218,432
-0.2%
$128.6M1.5%$578.12
0
2024-Q3
Decreased
218,859
-2.7%
$126.2M1.4%$564.49
0

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

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