IVW — ISHARES TR

Ownership history in Security Financial Services, INC.  ·  17 quarters on record

This page tracks every 13F SEC filing in which Security Financial Services, INC. 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
6.04% (2024 Q2)
Avg. % of fund
2.74%
First filed
2021 Q4
Last filed
2025 Q4
Quarters held
17
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 238,864 +2,864 +1.2% 4.62% $29.4M $123.26
2025 Q3 REDUCED 236,000 -8,403 -3.4% 4.61% $28.5M $120.59
2025 Q2 REDUCED 244,403 -19,312 -7.3% 4.75% $26.9M $109.86
2025 Q1 ADDED 263,715 +5,665 +2.2% 4.86% $24.5M $92.52
13 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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