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IVW
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Position history for MAI Capital Management's holdings in ISHARES TR

MAI Capital Management holds 1.1M shares of IVW (ISHARES TR), worth $125.3M as of 2026-Q1. The position was decreased (-0.6% shares). IVW represents 0.7% of MAI Capital Management's portfolio.

Current Value

$125.3M

Current Shares

1.1M

Total Value Change

+$36.1M

Total Shares Change

+143,681

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q1
Latest
Decreased
1.1M
-0.6%
$125.3M0.7%$118.67
0
2025-Q4
Increased
1.1M
+0.2%
$137.3M0.8%$124.16
43
2025-Q3
Decreased
1.1M
-0.2%
$134.2M0.8%$120.03
0
2025-Q2
Increased
1.1M
+5.9%
$122.7M0.8%$109.25
45
2025-Q1
Decreased
1.1M
-12.6%
$97.7M0.7%$92.24
0
2024-Q4
Increased
1.2M
+25.3%
$122.2M0.9%$101.96
52
2024-Q3
Decreased
960,528
-0.4%
$92M0.9%$94.72
0
2024-Q2
Increased
964,007
+0.7%
$89.2M0.9%$91.87
42

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

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