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IVVIVV
16 quarters

Position history for Farther Finance Advisors, LLCFarther Finance Advisors, LLC's holdings in ISHARES TR

Farther Finance Advisors, LLC holds 947,354 shares of IVV (ISHARES TR), worth $725.5M as of 2026-Q3. The position was increased (+3.6% shares). IVV represents 5.1% of Farther Finance Advisors, LLC's portfolio.

Current Value

$725.5M

Current Shares

947,354

Total Value Change

+$708.9M

Total Shares Change

+903,986

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q3
Latest
Increased
947,354
+3.6%
$725.5M5.1%$765.85
64
2026-Q2
Increased
913,970
+8.0%
$684.4M5.3%$746.73
66
2026-Q1
Increased
846,215
+11.4%
$556.9M5.3%$649.58
68
2025-Q4
Increased
759,861
+27.5%
$520.5M5.6%$679.33
76
2025-Q3
Increased
595,807
+7.6%
$398.8M6.0%$661.47
65
2025-Q2
Increased
553,894
+38.2%
$343.9M6.9%$611.80
79
2025-Q1
Increased
400,853
+25.9%
$226M5.8%$551.94
73
2024-Q4
Increased
318,284
+7.0%
$187.4M6.8%$576.45
64
2024-Q3
Increased
297,487
+14.0%
$171.6M6.4%$562.86
67
2024-Q2
Increased
261,052
+18.9%
$143.2M6.9%$531.92
69
2024-Q1
Increased
219,623
+14.8%
$115.3M7.0%$509.49
67
2023-Q4
Increased
191,339
+58.8%
$91.4M6.6%$461.41
83
2023-Q3
Increased
120,493
+95.9%
$51.7M8.1%$413.18
91
2023-Q2
Increased
61,495
+20.9%
$27.4M6.0%$426.89
67
2023-Q1
Increased
50,866
+17.3%
$20.9M6.1%$392.49
64
2022-Q4
First report
43,368
-
$16.7M6.5%$365.31
0

Other major holders of IVV: BlackRock, Inc.

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