IVW — ISHARES TR

Ownership history in Imprint Wealth LLC  ·  7 quarters on record

This page tracks every 13F SEC filing in which Imprint Wealth LLC 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
2.46% (2025 Q3)
Avg. % of fund
0.74%
First filed
2023 Q1
Last filed
2025 Q4
Quarters held
7
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 1,917 -4,451 -69.9% 1.10% $236K $123.15
2025 Q3 REDUCED 6,368 -4,522 -41.5% 2.46% $769K $120.49
2024 Q1 ADDED 10,890 +4,356 +66.7% 0.22% $921K $83.69
2023 Q4 ADDED 6,534 +462 +7.6% 0.39% $491K $74.36
2023 Q3 REDUCED 6,072 -506,941 -98.8% 0.35% $417K $67.55
2023 Q2 ADDED 513,013 +504,705 +6074.9% 0.28% $513.0M $69.36
2023 Q1 INITIATED 8,308 — — 0.35% $531K $62.74
% 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% FINANCIAL LIFE ADVISORS 3Y 7Y 13.52% INSTRUMENTAL WEALTH, LLC 13.37% Coastline Complete Wealth LLC 13.08% SOFI WEALTH, LLC 3Y 12.93% Gallagher Capital Advisors, LLC 12.77%
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