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IVV
Showing 8 of 14 quarters

Position history for Farther Finance Advisors, LLC's holdings in iShares Trust CORE S&P500 ETF

Farther Finance Advisors, LLC holds 846,215 shares of IVV (iShares Trust CORE S&P500 ETF), worth $556.9M as of 2026-Q1. The position was increased (+11.4% shares). IVV represents 5.3% of Farther Finance Advisors, LLC's portfolio.

Current Value

$556.9M

Current Shares

846,215

Total Value Change

+$413.7M

Total Shares Change

+585,163

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q1
Latest
Increased
846,215
+11.4%
$556.9M5.3%$683.37
68
2025-Q4
Increased
759,861
+27.5%
$520.5M5.6%$689.92
76
2025-Q3
Increased
595,807
+7.6%
$398.8M6.0%$664.41
65
2025-Q2
Increased
553,894
+38.2%
$343.9M6.9%$613.43
79
2025-Q1
Increased
400,853
+25.9%
$226M5.8%$552.75
73
2024-Q4
Increased
318,284
+7.0%
$187.4M6.8%$583.48
64
2024-Q3
Increased
297,487
+14.0%
$171.6M6.4%$564.81
67
2024-Q2
Increased
261,052
+18.9%
$143.2M6.9%$536.31
69

Other major holders of IVV: BlackRock, Inc.

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