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IVVIVV
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Position history for Steward Partners Investment Advisory, LLCSteward Partners Investment Advisory, LLC's holdings in ISHARES CORE S&P 500 ETF

Steward Partners Investment Advisory, LLC holds 548,973 shares of IVV (ISHARES CORE S&P 500 ETF), worth $411.1M as of 2026-Q2. The position was decreased (-21.9% shares). IVV represents 2.1% of Steward Partners Investment Advisory, LLC's portfolio.

Current Value

$411.1M

Current Shares

548,973

Total Value Change

+$213.6M

Total Shares Change

+206,500

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Decreased
548,973
-21.9%
$411.1M2.1%$748.89
0
2026-Q1
Increased
702,876
+12.9%
$459.1M2.3%$683.37
60
2025-Q4
Increased
622,585
+0.5%
$426.4M2.3%$689.92
54
2025-Q3
Increased
619,601
+45.4%
$414.7M2.4%$664.41
73
2025-Q2
Increased
426,028
+6.5%
$264.5M2.1%$613.43
56
2025-Q1
Increased
399,916
+9.5%
$224.7M2.0%$552.75
53
2024-Q4
Increased
365,113
+6.6%
$214.9M1.9%$583.48
52
2024-Q3
Decreased
342,473
-0.1%
$197.5M1.8%$564.81
0

Other major holders of IVV: BlackRock, Inc.

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