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IVV
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Position history for Beacon Pointe Advisors, LLC's holdings in iShares Trust CORE S&P500 ETF

Beacon Pointe Advisors, LLC holds 704,106 shares of IVV (iShares Trust CORE S&P500 ETF), worth $459.9M as of 2026-Q1. The position was increased (+69.4% shares). IVV represents 2.4% of Beacon Pointe Advisors, LLC's portfolio.

Current Value

$459.9M

Current Shares

704,106

Total Value Change

+$301.9M

Total Shares Change

+415,414

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q1
Latest
Increased
704,106
+69.4%
$459.9M2.4%$683.37
80
2025-Q4
Increased
415,572
+6.5%
$284.6M2.0%$689.92
52
2025-Q3
Increased
390,322
+36.7%
$261.2M2.2%$664.41
69
2025-Q2
Decreased
285,456
-3.3%
$177.2M1.8%$613.43
0
2025-Q1
Increased
295,092
+3.0%
$165.8M1.9%$552.75
49
2024-Q4
Increased
286,548
+2.1%
$168.7M1.9%$583.48
49
2024-Q3
Decreased
280,767
-2.8%
$162M1.9%$564.81
0
2024-Q2
Decreased
288,692
-7.4%
$158M1.9%$536.31
0

Other major holders of IVV: BlackRock, Inc.

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