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IVVIVV
15 quarters

Position history for Farther Finance Advisors, LLCFarther Finance Advisors, LLC's holdings in ISHARES CORE S&P 500 ETF

Farther Finance Advisors, LLC holds 913,970 shares of IVV (ISHARES CORE S&P 500 ETF), worth $684.4M as of 2026-Q2. The position was increased (+8.0% shares). IVV represents 5.3% of Farther Finance Advisors, LLC's portfolio.

Current Value

$684.4M

Current Shares

913,970

Total Value Change

+$667.8M

Total Shares Change

+870,602

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
913,970
+8.0%
$684.4M5.3%$748.89
66
2026-Q1
Increased
846,215
+11.4%
$556.9M5.3%$651.46
68
2025-Q4
Increased
759,861
+27.5%
$520.5M5.6%$681.29
76
2025-Q3
Increased
595,807
+7.6%
$398.8M6.0%$663.39
65
2025-Q2
Increased
553,894
+38.2%
$343.9M6.9%$613.57
79
2025-Q1
Increased
400,853
+25.9%
$226M5.8%$553.53
73
2024-Q4
Increased
318,284
+7.0%
$187.4M6.8%$578.12
64
2024-Q3
Increased
297,487
+14.0%
$171.6M6.4%$564.49
67
2024-Q2
Increased
261,052
+18.9%
$143.2M6.9%$536.31
69
2024-Q1
Increased
219,623
+14.8%
$115.3M7.0%$513.70
67
2023-Q4
Increased
191,339
+58.8%
$91.4M6.6%$465.22
83
2023-Q3
Increased
120,493
+95.9%
$51.7M8.1%$416.59
91
2023-Q2
Increased
61,495
+20.9%
$27.4M6.0%$428.12
67
2023-Q1
Increased
50,866
+17.3%
$20.9M6.1%$393.63
64
2022-Q4
New
43,368
-
$16.7M6.5%$368.33
87

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

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