IWV — ISHARES TR

Ownership history in O'Brien Wealth Partners LLC  ·  37 quarters on record

This page tracks every 13F SEC filing in which O'Brien Wealth Partners LLC reported a position in ISHARES TR (IWV). 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
12.55% (2018 Q2)
Avg. % of fund
6.67%
First filed
2016 Q4
Last filed
2025 Q4
Quarters held
37
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 50,376 +5 +0.0% 2.58% $19.5M $386.85
2025 Q3 REDUCED 50,371 -475 -0.9% 2.59% $19.1M $377.88
2025 Q2 REDUCED 50,846 -293 -0.6% 2.80% $17.8M $349.15
2025 Q1 REDUCED 51,139 -276 -0.5% 3.02% $16.2M $315.14
33 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    IWV price (monthly, adj. close)

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