WANY
Wealthspire Advisors (New York)’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 | $3.23B | Buy |
5,206,372
+22,440
| +0.4% | +$13.9M | 18.17% | 1 |
|
|
2025
Q1 | $2.91B | Buy |
5,183,932
+2,627,461
| +103% | +$1.48B | 17.4% | 1 |
|
|
2024
Q4 | $1.5B | Buy |
2,556,471
+124,008
| +5% | +$73M | 14.96% | 1 |
|
|
2024
Q3 | $1.4B | Buy |
2,432,463
+126,350
| +5% | +$72.9M | 14.27% | 1 |
|
|
2024
Q2 | $1.26B | Buy |
2,306,113
+107,993
| +5% | +$59.1M | 16.16% | 1 |
|
|
2024
Q1 | $1.16B | Buy |
2,198,120
+71,132
| +3% | +$37.4M | 15.41% | 1 |
|
|
2023
Q4 | $1.02B | Buy |
2,126,988
+134,072
| +7% | +$64M | 14.43% | 1 |
|
|
2023
Q3 | $856M | Buy |
1,992,916
+60,754
| +3% | +$26.1M | 14.13% | 1 |
|
|
2023
Q2 | $861M | Buy |
1,932,162
+97,835
| +5% | +$43.6M | 14.08% | 1 |
|
|
2023
Q1 | $754M | Buy |
1,834,327
+112,278
| +7% | +$46.2M | 12.94% | 1 |
|
|
2022
Q4 | $662M | Buy |
1,722,049
+107,443
| +7% | +$41.3M | 12.04% | 1 |
|
|
2022
Q3 | $579M | Buy |
1,614,606
+140,601
| +10% | +$50.4M | 12.1% | 1 |
|
|
2022
Q2 | $559M | Buy |
1,474,005
+70,781
| +5% | +$26.8M | 11.68% | 1 |
|
|
2022
Q1 | $637M | Buy |
1,403,224
+181,757
| +15% | +$82.5M | 14.32% | 1 |
|
|
2021
Q4 | $583M | Buy |
1,221,467
+103,749
| +9% | +$49.5M | 12.89% | 1 |
|
|
2021
Q3 | $482M | Buy |
1,117,718
+51,715
| +5% | +$22.3M | 9.99% | 1 |
|
|
2021
Q2 | $458M | Buy |
1,066,003
+25,672
| +2% | +$11M | 12.05% | 1 |
|
|
2021
Q1 | $414M | Buy |
1,040,331
+118,657
| +13% | +$47.2M | 9.82% | 1 |
|
|
2020
Q4 | $346M | Buy |
921,674
+471,484
| +105% | +$177M | 10.3% | 2 |
|
|
2020
Q3 | $151M | Buy |
450,190
+22,564
| +5% | +$7.58M | 8.99% | 2 |
|
|
2020
Q2 | $132M | Sell |
427,626
-343,189
| -45% | -$106M | 9.22% | 3 |
|
|
2020
Q1 | $199M | Buy |
770,815
+379,666
| +97% | +$98.1M | 8.35% | 2 |
|
|
2019
Q4 | $126M | Buy |
391,149
+25,855
| +7% | +$8.36M | 9.21% | 4 |
|
|
2019
Q3 | $109M | Sell |
365,294
-16,935
| -4% | -$5.06M | 8.93% | 4 |
|
|
2019
Q2 | $113M | Sell |
382,229
-10,698
| -3% | -$3.15M | 9.81% | 4 |
|
|
2019
Q1 | $112M | Sell |
392,927
-8,982
| -2% | -$2.56M | 10.37% | 4 |
|
|
2018
Q4 | $101M | Buy |
+401,909
| New | +$101M | 9.75% | 4 |
|