How many shares of IVV does AE Wealth Management LLC own?

As of 2026-Q2, AE Wealth Management LLC holds 517,659 shares of IVV (ISHARES TR).

What is AE Wealth Management LLC's IVV position worth?

As of 2026-Q2, AE Wealth Management LLC's IVV position is worth $387.7M.

In 2026-Q2, AE Wealth Management LLC decreased their IVV position (-3.4% change in shares).

Based on available 13F filings, AE Wealth Management LLC first reported a position in IVV in 2019-Q1. They have held the position across 30 quarters.

Position history for AE Wealth Management LLC's holdings in ISHARES TR

Current Value

$387.7M

Current Shares

517,659

Total Value Change

+$354.5M

Total Shares Change

+400,986

Quarter-by-Quarter History

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q2 Latest	Decreased	517,659	-3.4%	$387.7M	1.8%	$746.73	0
2026-Q1	Increased	535,640	+5.7%	$349.9M	1.9%	$649.58	52
2025-Q4	Increased	506,948	+8.6%	$347.2M	2.0%	$679.33	53
2025-Q3	Increased	466,917	+15.7%	$312.5M	2.0%	$661.47	56
2025-Q2	Increased	403,627	+20.8%	$250.6M	1.8%	$611.80	58
2025-Q1	Increased	334,268	+9.2%	$187.8M	1.6%	$551.94	53
2024-Q4	Decreased	306,013	-3.1%	$180.1M	1.5%	$576.45	0
2024-Q3	Increased	315,893	+10.2%	$182.2M	1.7%	$562.86	53
2024-Q2	Decreased	286,610	-9.1%	$156.8M	1.6%	$531.92	0
2024-Q1	Decreased	315,421	-56.2%	$165.8M	1.9%	$509.49	0
2023-Q4	Increased	720,859	+0.6%	$353.1M	1.8%	$461.41	49
2023-Q3	Decreased	716,360	-1.1%	$307.6M	1.8%	$413.18	0
2023-Q2	Decreased	724,620	-9.7%	$323M	1.9%	$426.89	0
2023-Q1	Increased	802,499	+9.9%	$329.9M	2.1%	$392.49	58
2022-Q4	Increased	730,323	+1.6%	$280.6M	2.0%	$365.31	54
2022-Q3	Decreased	718,550	-9.6%	$257.7M	2.0%	$339.54	0
2022-Q2	Increased	795,019	+0.9%	$301.4M	2.4%	$357.10	53
2022-Q1	Increased	788,110	+10.4%	$357.6M	2.5%	$425.98	59
2021-Q4	Increased	713,633	+9.4%	$340.4M	2.4%	$446.38	58
2021-Q3	Increased	652,331	+20.1%	$281M	2.3%	$401.89	63
2021-Q2	Increased	543,286	+20.7%	$233.6M	2.0%	$399.53	63
2021-Q1	Increased	449,988	+10.9%	$179M	1.8%	$368.63	53
2020-Q4	Increased	405,702	+40.4%	$152.3M	1.7%	$346.68	63
2020-Q3	Increased	288,974	+0.6%	$97.1M	1.4%	$309.00	47
2020-Q2	Increased	287,143	+1.7%	$88.9M	1.4%	$283.46	48
2020-Q1	Increased	282,279	+10.3%	$72.9M	1.7%	$235.54	52
2019-Q4	Increased	255,937	+73.6%	$82.7M	1.8%	$292.81	70
2019-Q3	Decreased	147,401	-50.1%	$44M	1.3%	$268.69	0
2019-Q2	Increased	295,698	+153.4%	$87.2M	2.6%	$263.99	82
2019-Q1	First report	116,673	-	$33.2M	2.3%	$253.31	0

Other major holders of IVV: BlackRock, Inc.