IVV ISHARES TR CORE S&P 500 ETF

Ownership history in First Command Advisory Services, Inc.  ·  32 quarters on record

This page tracks every 13F SEC filing in which First Command Advisory Services, Inc. reported a position in ISHARES TR CORE S&P 500 ETF (IVV). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
68.21% (2017 Q4)
Avg. % of fund
43.67%
First filed
2017 Q4
Last filed
2025 Q4
Quarters held
32
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 9,298,304 +71,557 +0.8% 44.39% $6.37B $683.12
2025 Q3 REDUCED 9,226,747 -777,973 -7.8% 44.75% $6.18B $665.17
2025 Q2 ADDED 10,004,720 +63,074 +0.6% 53.47% $6.21B $615.21
2025 Q1 ADDED 9,941,646 +1,070,974 +12.1% 53.54% $5.59B $555.02
28 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    IVV price (monthly, adj. close)
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