IVE — ISHARES TR

Ownership history in WealthShield Partners, LLC  ·  30 quarters on record

This page tracks every 13F SEC filing in which WealthShield Partners, 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
2.0% (2017 Q4)
Avg. % of fund
0.59%
First filed
2017 Q4
Last filed
2025 Q4
Quarters held
30
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 85,492 +20,296 +31.1% 2.00% $18.1M $211.29
2025 Q3 ADDED 65,196 +1,838 +2.9% 1.53% $13.5M $204.79
2025 Q2 ADDED 63,358 +8,205 +14.9% 1.50% $12.4M $192.97
2025 Q1 ADDED 55,153 +17,364 +45.9% 1.35% $10.5M $187.40
26 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 WealthShield Partners, LLC Holdings