IVW — ISHARES TR

Ownership history in MA Private Wealth  ·  27 quarters on record

This page tracks every 13F SEC filing in which MA Private Wealth 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
7.94% (2025 Q3)
Avg. % of fund
2.22%
First filed
2018 Q4
Last filed
2025 Q4
Quarters held
27
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 373,599 -17,375 -4.4% 7.68% $46.0M $123.15
2025 Q3 REDUCED 390,974 -506 -0.1% 7.94% $47.2M $120.49
2025 Q2 ADDED 391,480 +62,962 +19.2% 7.71% $43.1M $109.76
2025 Q1 ADDED 328,518 +4,572 +1.4% 5.74% $30.5M $92.44
23 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% 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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