Question 1

Does SCS Capital Management own IVW stock?

Accepted Answer

Yes. As of its Q2 2026 13F, SCS Capital Management holds 466,610 shares of IVW, worth $64.2M.

Question 2

How many shares of IVW does SCS Capital Management own?

Accepted Answer

As of its Q2 2026 13F, SCS Capital Management holds 466,610 shares of IVW.

Question 3

What is SCS Capital Management's IVW position worth?

Accepted Answer

As of its Q2 2026 13F, SCS Capital Management's IVW position is worth $64.2M.

Question 4

Is SCS Capital Management buying or selling IVW?

Accepted Answer

In Q2 2026, SCS Capital Management reduced its IVW position by 5,150 shares (-1.1%).

Question 5

When did SCS Capital Management first buy IVW?

Accepted Answer

SCS Capital Management first reported IVW in its Q1 2020 13F and has listed it in 26 quarterly 13F filings.

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q2 Latest	Decreased	466,610	-1.1%	$64.2M	0.6%	$137.53	0
2026-Q1	Decreased	471,760	-0.1%	$53.4M	0.6%	$113.00	0
2025-Q4	Decreased	472,402	-5.3%	$58.2M	0.6%	$123.04	0
2025-Q3	Decreased	499,052	-17.1%	$60.2M	0.7%	$120.38	0
2025-Q2	Increased	602,015	+5.2%	$66.3M	0.7%	$109.66	44
2025-Q1	Increased	572,153	+1.1%	$53.1M	0.7%	$92.36	42
2024-Q4	Increased	565,639	+17.2%	$57.4M	1.2%	$101.96	54
2024-Q3	Decreased	482,655	-14.1%	$46.2M	0.9%	$94.72	0