IVE — ISHARES TR

Ownership history in SOFI WEALTH, LLC  ·  5 quarters on record

This page tracks every 13F SEC filing in which SOFI WEALTH, LLC reported a position in ISHARES TR (IVE). 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
12.86% (2025 Q1)
Avg. % of fund
9.09%
First filed
2024 Q4
Last filed
2025 Q4
Quarters held
5
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 975,625 +10,708 +1.1% 10.32% $206.9M $212.07
2025 Q3 ADDED 964,917 +12,985 +1.4% 10.73% $199.3M $205.55
2025 Q2 ADDED 951,932 +54,664 +6.1% 11.36% $186.0M $193.68
2025 Q1 ADDED 897,268 +882,811 +6106.5% 12.86% $171.0M $188.09
1 older quarter hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    IVE price (monthly, adj. close)

Other funds also holding IVE

As of 2025 Q4 — sorted by position size

Foundation Wealth Management, LLC 3Y 25.38% LPWM LLC 3Y 17.62% LVZ, Inc. 3Y 7Y 14.04% Thoma Capital Management LLC 13.46% ENCOMPASS WEALTH ADVISORS, LLC 3Y 12.44% hemming& Wealth Management, Inc. 12.4% Powell Investment Advisors, LLC 3Y 11.36% Michelson Medical Research Foundation, Inc. 3Y 11.03% FINANCIAL LIFE ADVISORS 3Y 7Y 10.87% Signature Wealth Management Partners, LLC 3Y 10.17%
← Back to SOFI WEALTH, LLC Holdings