IVW — ISHARES TR

Ownership history in TL Private Wealth  ·  23 quarters on record

This page tracks every 13F SEC filing in which TL 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
0.49% (2025 Q4)
Avg. % of fund
0.34%
First filed
2019 Q4
Last filed
2025 Q4
Quarters held
23
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 10,302 +532 +5.4% 0.49% $1.3M $123.15
2025 Q3 REDUCED 9,770 -550 -5.3% 0.47% $1.2M $120.49
2025 Q2 ADDED 10,320 +34 +0.3% 0.47% $1.1M $109.76
2025 Q1 ADDED 10,286 +211 +2.1% 0.42% $853K $92.44
19 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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