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IVW
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Position history for STIFEL FINANCIAL CORP's holdings in ISHARES TR

STIFEL FINANCIAL CORP holds 7.3M shares of IVW (ISHARES TR), worth $824.7M as of 2026-Q1. The position was increased (+5.3% shares). IVW represents 0.8% of STIFEL FINANCIAL CORP's portfolio.

Current Value

$824.7M

Current Shares

7.3M

Total Value Change

+$135M

Total Shares Change

-161,415

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q1
Latest
Increased
7.3M
+5.3%
$824.7M0.8%$118.67
47
2025-Q4
Decreased
6.9M
-3.3%
$853.3M0.8%$124.16
0
2025-Q3
Increased
7.2M
+0.4%
$864.2M0.8%$120.03
45
2025-Q2
Increased
7.1M
+0.6%
$785M0.8%$109.25
45
2025-Q1
Increased
7.1M
+1.6%
$657.8M0.7%$92.24
45
2024-Q4
Decreased
7M
-6.7%
$707.8M0.7%$101.96
0
2024-Q3
Increased
7.5M
+0.3%
$715.8M0.8%$94.72
45
2024-Q2
Increased
7.5M
+2.3%
$689.7M0.8%$91.87
46

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

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