IVE — ISHARES TR

Ownership history in AMARA FINANCIAL, LLC.  ·  6 quarters on record

This page tracks every 13F SEC filing in which AMARA FINANCIAL, LLC. reported a position in ISHARES TR (IVE). 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
1.13% (2025 Q3)
Avg. % of fund
0.72%
First filed
2024 Q3
Last filed
2025 Q4
Quarters held
6
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 7,480 +35 +0.5% 1.10% $1.6M $211.29
2025 Q3 ADDED 7,445 +4,496 +152.5% 1.13% $1.5M $204.79
2025 Q2 ADDED 2,949 +8 +0.3% 0.51% $576K $192.97
2025 Q1 ADDED 2,941 +12 +0.4% 0.52% $560K $187.40
2024 Q4 ADDED 2,929 +16 +0.5% 0.52% $559K $186.96
2024 Q3 INITIATED 2,913 — — 0.55% $574K $192.07
% of Fund (quarterly)    IVE price (monthly, adj. close)

Other funds also holding IVE

As of 2025 Q4 — sorted by position size

Foundation Wealth Management, LLC 3Y 25.38% LPWM LLC 3Y 17.62% LVZ, Inc. 3Y 7Y 14.04% Thoma Capital Management LLC 13.46% ENCOMPASS WEALTH ADVISORS, LLC 3Y 12.44% hemming& Wealth Management, Inc. 12.4% Powell Investment Advisors, LLC 3Y 11.36% Michelson Medical Research Foundation, Inc. 3Y 11.03% FINANCIAL LIFE ADVISORS 3Y 7Y 10.87% SOFI WEALTH, LLC 3Y 10.32%
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