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ISVLISVL
Showing 8 of 12 quarters

Position history for WEALTH ENHANCEMENT ADVISORY SERVICES, LLCWEALTH ENHANCEMENT ADVISORY SERVICES, LLC's holdings in ISHARES TR

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC holds 5,169 shares of ISVL (ISHARES TR), worth $264,653 as of 2026-Q2. The position was decreased (-5.5% shares). ISVL represents 0.0% of WEALTH ENHANCEMENT ADVISORY SERVICES, LLC's portfolio.

Current Value

$264,653

Current Shares

5,169

Total Value Change

-$214,632

Total Shares Change

-7,474

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Decreased
5,169
-5.5%
$264,6530.0%$50.35
0
2026-Q1
Decreased
5,470
-50.2%
$265,0760.0%$50.03
0
2025-Q4
Decreased
10,991
-0.1%
$532,5130.0%$47.78
0
2025-Q3
Decreased
11,006
-1.4%
$498,7920.0%$44.58
0
2025-Q2
Increased
11,165
+1.7%
$472,3670.0%$41.07
24
2025-Q1
Decreased
10,982
-8.8%
$407,2610.0%$36.35
0
2024-Q4
Decreased
12,037
-4.8%
$412,8010.0%$33.30
0
2024-Q3
Decreased
12,643
-1.9%
$479,2850.0%$36.10
0

Other major holders of ISVL: Focus Partners Wealth, JANE STREET GROUP, LLC, BANK OF AMERICA CORP /DE/, OSAIC HOLDINGS, INC.

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