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IVV
Showing 8 of 29 quarters

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

OneDigital Investment Advisors LLC holds 221,711 shares of IVV (iShares Trust CORE S&P500 ETF), worth $144.8M as of 2026-Q1. The position was increased (+6.4% shares). IVV represents 1.4% of OneDigital Investment Advisors LLC's portfolio.

Current Value

$144.8M

Current Shares

221,711

Total Value Change

+$21.7M

Total Shares Change

-3,228

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q1
Latest
Increased
221,711
+6.4%
$144.8M1.4%$683.37
51
2025-Q4
Decreased
208,317
-5.1%
$142.7M1.4%$689.92
0
2025-Q3
Increased
219,553
+1.8%
$146.9M1.5%$664.41
49
2025-Q2
Increased
215,681
+1.7%
$133.9M1.5%$613.43
48
2025-Q1
Decreased
212,110
-2.9%
$119.2M1.4%$552.75
0
2024-Q4
Decreased
218,432
-0.2%
$128.6M1.5%$583.48
0
2024-Q3
Decreased
218,859
-2.7%
$126.2M1.4%$564.81
0
2024-Q2
Decreased
224,939
-24.6%
$123.1M1.5%$536.31
0

Other major holders of IVV: BlackRock, Inc.

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