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CAPTRUST FINANCIAL ADVISORS: IVV position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of CAPTRUST FINANCIAL ADVISORS on IVV, newest first. How the timeline and the estimate are built.

CAPTRUST FINANCIAL ADVISORS held 4,652,450 IVV shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 4,652,450 shares
    Change vs previous 13F +350,943 shares

    5.33% of the 13F portfolio, value $3,484,170,463.

    13F-HR 0001062993-26-004295 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 4,301,507 shares
    Change vs previous 13F +206,038 shares

    4.92% of the 13F portfolio, value $2,809,513,498.

    13F-HR 0001062993-26-002655 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 4,095,469 shares
    Change vs previous 13F +109,685 shares

    5.34% of the 13F portfolio, value $2,805,150,273.

    13F-HR 0001062993-26-000955 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 3,985,784 shares
    Change vs previous 13F +106,855 shares

    5.44% of the 13F portfolio, value $2,667,680,321.

    13F-HR 0001062993-25-016947 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 3,878,929 shares
    Change vs previous 13F +201,609 shares

    5.37% of the 13F portfolio, value $2,408,424,060.

    13F-HR 0001062993-25-014473 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 3,677,320 shares
    Change vs previous 13F +250,451 shares

    5.18% of the 13F portfolio, value $2,066,286,957.

    13F-HR 0001062993-25-009406 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 3,426,869 shares
    Change vs previous 13F +289,759 shares

    5.76% of the 13F portfolio, value $2,017,327,112.

    13F-HR 0001062993-25-002458 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 3,137,110 shares
    Change vs previous 13F not available

    5.37% of the 13F portfolio, value $1,809,544,691.

    13F-HR 0001062993-24-019125 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).