IVE — ISHARES TR

Ownership history in W ADVISORS, LLC  ·  14 quarters on record

This page tracks every 13F SEC filing in which W ADVISORS, 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
3.3% (2024 Q1)
Avg. % of fund
2.92%
First filed
2022 Q2
Last filed
2025 Q4
Quarters held
14
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 30,451 +3,532 +13.1% 3.25% $6.5M $211.29
2025 Q3 ADDED 26,919 +150 +0.6% 2.93% $5.6M $204.79
2025 Q2 ADDED 26,769 +928 +3.6% 3.00% $5.2M $192.97
2025 Q1 ADDED 25,841 +1,414 +5.8% 3.08% $4.9M $187.40
10 older quarters 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% SOFI WEALTH, LLC 3Y 10.32%
← Back to W ADVISORS, LLC Holdings