FFA
IVV icon

Farther Finance Advisors’s iShares Core S&P 500 ETF IVV Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$344M Buy
553,894
+153,041
+38% +$95M 6.87% 1
2025
Q1
$226M Buy
400,853
+82,569
+26% +$46.6M 5.76% 1
2024
Q4
$187M Buy
318,284
+20,797
+7% +$12.2M 6.77% 1
2024
Q3
$172M Buy
297,487
+36,435
+14% +$21M 6.44% 1
2024
Q2
$143M Buy
261,052
+41,429
+19% +$22.7M 6.94% 1
2024
Q1
$115M Buy
219,623
+28,284
+15% +$14.8M 7.01% 1
2023
Q4
$91.4M Buy
191,339
+70,846
+59% +$33.8M 6.57% 1
2023
Q3
$51.7M Buy
120,493
+58,998
+96% +$25.3M 8.12% 1
2023
Q2
$27.4M Buy
61,495
+10,629
+21% +$4.74M 5.99% 1
2023
Q1
$20.9M Buy
50,866
+7,498
+17% +$3.08M 6.12% 1
2022
Q4
$16.7M Buy
+43,368
New +$16.7M 6.46% 1