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IVVWIVVW
Showing 8 of 9 quarters

Position history for ENVESTNET ASSET MANAGEMENT INCENVESTNET ASSET MANAGEMENT INC's holdings in ISHARES TR

Yes. Envestnet holds 57,493 shares of IVVW, worth $2.6M, as of its Q2 2026 13F filing. It increased the position by 17,629 shares (+44.2%) from Q1 2026. Envestnet has held IVVW since Q2 2024, across 9 quarterly 13F filings.

Current Value

$2.6M

Current Shares

57,493

Total Value Change

+$1.1M

Total Shares Change

+27,721

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
57,493
+44.2%
$2.6M0.0%$43.04
35
2026-Q1
Increased
39,864
+31.3%
$1.7M0.0%$40.03
33
2025-Q4
Increased
30,369
+8.2%
$1.4M0.0%$40.72
28
2025-Q3
Increased
28,067
+3.8%
$1.3M0.0%$38.59
26
2025-Q2
Decreased
27,040
-1.6%
$1.2M0.0%$36.61
0
2025-Q1
Decreased
27,472
-7.2%
$1.3M0.0%$35.24
0
2024-Q4
Decreased
29,604
-0.6%
$1.4M0.0%$36.46
0
2024-Q3
Decreased
29,772
-7.3%
$1.5M0.0%$35.15
0

Other major holders of IVVW: BlackRock, Inc., BlackRock Finance, Inc., OSAIC HOLDINGS, INC.

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