Question 1

How many shares of IVV does Pathstone Holdings, LLC own?

Accepted Answer

As of 2026-Q1, Pathstone Holdings, LLC holds 2.3M shares of IVV (ISHARES TR).

Question 2

What is Pathstone Holdings, LLC's IVV position worth?

Accepted Answer

As of 2026-Q1, Pathstone Holdings, LLC's IVV position is worth $1.5B.

Question 3

Is Pathstone Holdings, LLC buying or selling IVV?

Accepted Answer

In 2026-Q1, Pathstone Holdings, LLC increased their IVV position (+2.3% change in shares).

Question 4

When did Pathstone Holdings, LLC first buy IVV?

Accepted Answer

Based on available 13F filings, Pathstone Holdings, LLC first reported a position in IVV in 2026-Q1. They have held the position across 10 quarters.