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IVWIVW
31 quarters

Position history for LPL Financial LLCLPL Financial LLC's holdings in ISHARES S&P 500 GROWTH ETF

LPL Financial LLC holds 21.6M shares of IVW (ISHARES S&P 500 GROWTH ETF), worth $3B as of 2026-Q2. The position was increased (+3.2% shares). IVW represents 0.7% of LPL Financial LLC's portfolio.

Current Value

$3B

Current Shares

21.6M

Total Value Change

+$2.6B

Total Shares Change

+19.1M

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
21.6M
+3.2%
$3B0.7%$137.53
46
2026-Q1
Increased
20.9M
+5.4%
$2.4B0.6%$113.00
47
2025-Q4
Increased
19.8M
+1.8%
$2.4B0.7%$123.04
46
2025-Q3
Increased
19.5M
+4.5%
$2.3B0.7%$120.38
47
2025-Q2
Decreased
18.6M
-1.6%
$2.1B0.7%$109.66
0
2025-Q1
Increased
18.9M
+5.5%
$1.8B0.7%$92.36
48
2024-Q4
Increased
17.9M
+14.4%
$1.8B0.7%$100.90
51
2024-Q3
Increased
15.7M
+1.7%
$1.5B0.7%$95.03
46
2024-Q2
Increased
15.4M
+35.2%
$1.4B0.7%$91.87
58
2024-Q1
Increased
11.4M
+44.3%
$963.6M0.5%$83.76
61
2023-Q4
Increased
7.9M
+2.7%
$593.9M0.4%$74.42
39
2023-Q3
Increased
7.7M
+35.0%
$526.7M0.4%$67.61
49
2023-Q2
Increased
5.7M
+15.7%
$401.7M0.3%$69.30
43
2023-Q1
Increased
4.9M
+0.7%
$314.6M0.2%$62.68
37
2022-Q4
Decreased
4.9M
-1.0%
$286M0.2%$57.32
0
2022-Q3
Increased
4.9M
+2.1%
$285.8M0.3%$56.46
38
2022-Q2
Decreased
4.8M
-14.3%
$292M0.3%$58.75
0
2022-Q1
Decreased
5.6M
-8.8%
$431M0.4%$74.23
0
2021-Q4
Increased
6.2M
+14.3%
$517.8M0.4%$81.18
43
2021-Q3
Increased
5.4M
+8.8%
$400.2M0.4%$71.63
41
2021-Q2
Decreased
5M
-0.3%
$361.9M0.4%$70.38
0
2021-Q1
Decreased
5M
-6.9%
$325.1M0.4%$62.93
0
2020-Q4
Increased
5.4M
+271.7%
$342.2M0.4%$61.59
60
2020-Q3
Decreased
1.4M
-29.3%
$333.3M0.5%$55.62
0
2020-Q2
Decreased
2M
-5.3%
$423.1M0.7%$49.83
0
2020-Q1
Decreased
2.2M
-6.0%
$355.4M0.8%$39.54
0
2019-Q4
Decreased
2.3M
-3.6%
$443.7M0.8%$46.23
0
2019-Q3
Increased
2.4M
+9.0%
$428M0.9%$42.60
48
2019-Q2
Decreased
2.2M
-3.1%
$391M0.8%$42.47
0
2019-Q1
Decreased
2.3M
-8.8%
$388.1M0.9%$40.67
0
2018-Q4
New
2.5M
-
$372M1.0%$35.07
61

Other major holders of IVW: Steward Partners Investment Advisory, LLC, JPMORGAN CHASE & CO, ENVESTNET ASSET MANAGEMENT INC

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