IVW — 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 (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
13.01% (2025 Q2)
Avg. % of fund
10.32%
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 2,104,088 +198,832 +10.4% 12.93% $259.3M $123.26
2025 Q3 REDUCED 1,905,256 -29,595 -1.5% 12.39% $230.0M $120.59
2025 Q2 ADDED 1,934,851 +77,843 +4.2% 13.01% $213.0M $109.86
2025 Q1 ADDED 1,857,008 +1,811,974 +4023.6% 12.96% $172.4M $92.52
1 older quarter 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% Gallagher Capital Advisors, LLC 12.77% Powell Investment Advisors, LLC 3Y 12.3%
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