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IVVWIVVW
8 quarters

Position history for OSAIC HOLDINGS, INC.OSAIC HOLDINGS, INC.'s holdings in ISHARES TR

OSAIC HOLDINGS, INC. holds 135,877 shares of IVVW (ISHARES TR), worth $6.1M as of 2026-Q2. The position was increased (+36.6% shares). IVVW represents 0.0% of OSAIC HOLDINGS, INC.'s portfolio.

Current Value

$6.1M

Current Shares

135,877

Total Value Change

+$5.9M

Total Shares Change

+132,445

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
135,877
+36.6%
$6.1M0.0%$44.17
35
2026-Q1
Decreased
99,497
-9.1%
$4.3M0.0%$41.08
0
2025-Q4
Increased
109,436
+4.9%
$5M0.0%$41.79
28
2025-Q3
Increased
104,304
+820.8%
$4.8M0.0%$39.60
43
2025-Q2
Increased
11,327
+596.2%
$525,7140.0%$37.58
39
2025-Q1
Decreased
1,627
-48.5%
$75,6320.0%$36.17
0
2024-Q4
Decreased
3,160
-7.9%
$154,7140.0%$37.41
0
2024-Q3
New
3,432
-
$172,4190.0%$36.08
31

Other major holders of IVVW: BlackRock, Inc., BlackRock Finance, Inc., Cetera Investment Advisers

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