Integrated Advisors Network LLC IVV holdings history
ISHARES CORE S&P 500 ETF · CUSIP 464287200 · CIK 1660177
As of 2026-06-30, Integrated Advisors Network LLC reported 157.39K IVV (shares), valued at $117.87M, or 5.42% of its reported non-derivative portfolio. Filed 2026-08-11.
Verify history & sources →Shares increased 11.08%; reported value increased 27.36%, and weight changed +0.56 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.
Left: % · Right: Shares · Independently scaled axes
Exact data and methodology
Axes scale independently; a crossing does not mean equal values. Weight uses each quarter's total reported non-derivative value. Same CUSIP; missing quarters are gaps, not zero. Revised history may include later disclosures.
| Quarter | Weight | Quantity | Source |
|---|---|---|---|
| Q2 2026 | 5.42% | 157,389 | SEC filing ↗Filed Aug 11, 2026 |
| Q1 2026 | 4.86% | 141,684 | SEC filing ↗Filed Apr 28, 2026 |
| Q4 2025 | 5.30% | 174,916 | SEC filing ↗Filed Feb 17, 2026 |
| Q3 2025 | 4.67% | 165,971 | SEC filing ↗Filed Nov 12, 2025 |
| Q2 2025 | 4.58% | 163,252 | SEC filing ↗Filed Aug 12, 2025 |
| Q1 2025 | 5.05% | 177,815 | SEC filing ↗Filed Apr 15, 2025 |
| Q4 2024 | 4.86% | 171,999 | SEC filing ↗Filed Feb 25, 2025 |
| Q3 2024 | 4.84% | 174,564 | SEC filing ↗Filed Oct 25, 2024 |
| Q2 2024 | 4.76% | 168,570 | SEC filing ↗Filed Aug 9, 2024 |
| Q1 2024 | 4.54% | 168,866 | SEC filing ↗Filed May 6, 2024 |
| Q4 2023 | 4.06% | 149,943 | SEC filing ↗Filed Feb 26, 2024 |
| Q3 2023 | 3.84% | 145,280 | SEC filing ↗Filed Nov 16, 2023 |
History & evidence by quarter
| Quarter | Weight | Quantity | Value | Change explained | Source |
|---|---|---|---|---|---|
| Q3 2023 | 3.84% | 145,280 | $62.39M | The prior quarter is outside the free window. Sign in for the comparison. | SEC filing ↗ Filed Nov 16, 2023 |
| Q4 2023 | 4.06% | 149,943 | $71.62M | Shares increased 3.21%; reported value increased 14.79%, and weight changed +0.22 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 26, 2024 |
| Q1 2024 | 4.54% | 168,866 | $88.78M | Shares increased 12.62%; reported value increased 23.96%, and weight changed +0.48 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 6, 2024 |
| Q2 2024 | 4.76% | 168,570 | $92.25M | Shares decreased 0.18%; reported value increased 3.91%, and weight changed +0.22 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 9, 2024 |
| Q3 2024 | 4.84% | 174,564 | $100.69M | Shares increased 3.56%; reported value increased 9.16%, and weight changed +0.08 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Oct 25, 2024 |
| Q4 2024 | 4.86% | 171,999 | $101.25M | Shares decreased 1.47%; reported value increased 0.56%, and weight changed +0.02 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 25, 2025 |
| Q1 2025 | 5.05% | 177,815 | $99.91M | Shares increased 3.38%; reported value decreased 1.32%, and weight changed +0.19 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 15, 2025 |
| Q2 2025 | 4.58% | 163,252 | $101.36M | Shares decreased 8.19%; reported value increased 1.45%, and weight changed -0.47 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 12, 2025 |
| Q3 2025 | 4.67% | 165,971 | $111.08M | Shares increased 1.67%; reported value increased 9.59%, and weight changed +0.09 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Nov 12, 2025 |
| Q4 2025 | 5.30% | 174,916 | $119.81M | Shares increased 5.39%; reported value increased 7.85%, and weight changed +0.63 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 17, 2026 |
| Q1 2026 | 4.86% | 141,684 | $92.55M | Shares decreased 19.00%; reported value decreased 22.75%, and weight changed -0.44 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 28, 2026 |
| Q2 2026 | 5.42% | 157,389 | $117.87M | Shares increased 11.08%; reported value increased 27.36%, and weight changed +0.56 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 11, 2026 |
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