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IVW
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Position history for COMMONWEALTH EQUITY SERVICES, LLC's holdings in ISHARES TR

COMMONWEALTH EQUITY SERVICES, LLC holds 3M shares of IVW (ISHARES TR), worth $343.5M as of 2026-Q1. The position was increased (+1.4% shares). IVW represents 0.5% of COMMONWEALTH EQUITY SERVICES, LLC's portfolio.

Current Value

$343.5M

Current Shares

3M

Total Value Change

+$34.3M

Total Shares Change

-304,807

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q1
Latest
Increased
3M
+1.4%
$343.5M0.5%$118.67
38
2025-Q4
Decreased
3M
-7.0%
$369.2M0.5%$124.16
0
2025-Q3
Decreased
3.2M
-10.5%
$388.8M0.5%$120.03
0
2025-Q2
Increased
3.6M
+1.9%
$396.3M0.5%$109.25
45
2025-Q1
Increased
3.5M
+4.3%
$328M0.5%$92.24
39
2024-Q4
Increased
3.4M
+3.6%
$343.8M0.5%$101.96
45
2024-Q3
Decreased
3.3M
-2.2%
$312.9M0.5%$94.72
0
2024-Q2
Increased
3.3M
+11.1%
$309.3M0.5%$91.87
41

Other major holders of IVW: ENVESTNET ASSET MANAGEMENT INC, JPMORGAN CHASE & CO

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