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IVWIVW
30 quarters

Position history for Allworth Financial LPAllworth Financial LP's holdings in ISHARES S&P 500 GROWTH ETF

Allworth Financial LP holds 260,671 shares of IVW (ISHARES S&P 500 GROWTH ETF), worth $35.9M as of 2026-Q2. The position was decreased (-49.5% shares). IVW represents 0.2% of Allworth Financial LP's portfolio.

Current Value

$35.9M

Current Shares

260,671

Total Value Change

+$35.8M

Total Shares Change

+260,502

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Decreased
260,671
-49.5%
$35.9M0.2%$137.53
0
2026-Q1
Decreased
516,567
-1.3%
$58.4M0.2%$118.67
0
2025-Q4
Decreased
523,308
-1.4%
$64.5M0.3%$124.16
0
2025-Q3
Decreased
530,547
-1.1%
$64M0.3%$120.03
0
2025-Q2
Decreased
536,675
-1.2%
$59.1M0.3%$109.25
0
2025-Q1
Decreased
543,298
-1.4%
$50.4M0.3%$92.24
0
2024-Q4
Decreased
550,844
-0.9%
$58.5M0.3%$101.96
0
2024-Q3
Decreased
556,142
-1.6%
$53.3M0.3%$94.72
0
2024-Q2
Decreased
565,233
-2.0%
$52M0.3%$91.87
0
2024-Q1
Decreased
576,965
-3.4%
$48.7M0.3%$83.76
0
2023-Q4
Decreased
597,013
-7.8%
$44.8M0.3%$74.42
0
2023-Q3
Increased
647,887
+3.8%
$44.3M0.4%$67.61
36
2023-Q2
Decreased
624,417
-33.5%
$44M0.4%$68.52
0
2023-Q1
Decreased
939,011
-8.6%
$60M0.6%$61.89
0
2022-Q4
Decreased
1M
-1.9%
$60.1M0.7%$57.32
0
2022-Q3
Increased
1M
+3.5%
$60.6M0.8%$57.52
43
2022-Q2
Decreased
1M
-19.2%
$61M0.8%$59.56
0
2022-Q1
Increased
1.3M
+123.1%
$95.6M1.2%$75.66
76
2021-Q4
Decreased
561,018
-1.6%
$46.9M0.7%$81.80
0
2021-Q3
Decreased
569,945
-0.4%
$42.1M0.7%$72.34
0
2021-Q2
Increased
572,089
+14.4%
$41.6M0.8%$70.59
47
2021-Q1
Increased
500,162
+2387.6%
$32.6M0.7%$62.29
66
2020-Q4
Increased
20,106
+300.1%
$1.3M0.0%$61.47
41
2020-Q3
Increased
5,025
+7.1%
$1.2M0.0%$55.38
27
2020-Q2
Decreased
4,692
-96.8%
$974,0000.0%$49.10
0
2020-Q1
Increased
146,638
+1069x
$24.2M0.8%$40.22
65
2019-Q4
Increased
137
+0.7%
$26,0000.0%$46.23
19
2019-Q3
Decreased
136
-12.8%
$24,0000.0%$42.60
0
2019-Q2
Decreased
156
-7.7%
$28,0000.0%$42.47
0
2019-Q1
New
169
-
$29,0000.0%$40.67
27

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

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