IVW — ISHARES TR

Ownership history in FINANCIAL LIFE ADVISORS  ·  33 quarters on record

This page tracks every 13F SEC filing in which FINANCIAL LIFE ADVISORS reported a position in ISHARES TR (IVW). 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
14.99% (2024 Q4)
Avg. % of fund
9.6%
First filed
2017 Q4
Last filed
2025 Q4
Quarters held
33
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 355,656 -15,231 -4.1% 13.52% $43.8M $123.26
2025 Q3 REDUCED 370,887 -18,859 -4.8% 14.38% $44.8M $120.59
2025 Q2 REDUCED 389,746 -3,633 -0.9% 14.68% $42.9M $109.86
2025 Q1 ADDED 393,379 +407 +0.1% 13.61% $36.5M $92.52
29 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    IVW price (monthly, adj. close)

Other funds also holding IVW

As of 2025 Q4 — sorted by position size

Stegner Investment Associates Inc. 3Y 40.58% Foundation Wealth Management, LLC 3Y 27.31% ENCOMPASS WEALTH ADVISORS, LLC 3Y 15.68% hemming& Wealth Management, Inc. 15.49% LVZ, Inc. 3Y 7Y 14.05% INSTRUMENTAL WEALTH, LLC 13.37% Coastline Complete Wealth LLC 13.08% SOFI WEALTH, LLC 3Y 12.93% Gallagher Capital Advisors, LLC 12.77% Powell Investment Advisors, LLC 3Y 12.3%
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