Position history for RWA WEALTH PARTNERS, LLC's holdings in ISHARES TR
RWA WEALTH PARTNERS, LLC holds 182,345 shares of IVV (ISHARES TR), worth $124.9M as of 2025-Q4. The position was increased (++0.2% shares). IVV represents 1.4% of RWA WEALTH PARTNERS, LLC's portfolio.
Current Value
$124.9M
Current Shares
182,345
Total Value Change
+$478,485
Total Shares Change
-45,013
Other major holders of IVV: Kestra Advisory Services, LLC, BNP PARIBAS FINANCIAL MARKETS
Increased |
| 182,345 |
+0.2% |
| $124.9M |
| 1.4% |
| $689.92 |
47 |
| 2025-Q3 | Decreased | 181,955 | -3.6% | $121.8M | 1.4% | $664.41 | 0 |
| 2025-Q2 | Increased | 188,694 | +5.0% | $117.2M | 1.5% | $613.43 | 50 |
| 2025-Q1 | Decreased | 179,671 | -13.8% | $101M | 1.3% | $552.75 | 0 |
| 2024-Q4 | Increased | 208,539 | +1.5% | $122.8M | 1.5% | $583.48 | 48 |
| 2024-Q3 | Decreased | 205,408 | -9.7% | $118.5M | 1.5% | $564.81 | 0 |
| 2024-Q2 | Increased | 227,358 | +8.8% | $124.4M | 1.6% | $536.31 | 52 |