IVW — ISHARES TR

Ownership history in WealthShield Partners, LLC  ·  33 quarters on record

This page tracks every 13F SEC filing in which WealthShield Partners, 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
2.28% (2024 Q2)
Avg. % of fund
0.86%
First filed
2017 Q4
Last filed
2025 Q4
Quarters held
33
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 147,211 +2,921 +2.0% 2.00% $18.1M $123.26
2025 Q3 REDUCED 144,290 -1,918 -1.3% 1.98% $17.4M $120.59
2025 Q2 REDUCED 146,208 -14,001 -8.7% 1.95% $16.1M $109.86
2025 Q1 ADDED 160,209 +6,065 +3.9% 1.91% $14.9M $92.52
29 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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