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Position history for OSAIC HOLDINGS, INC.OSAIC HOLDINGS, INC.'s holdings in ISHARES S&P 500 GROWTH ETF

OSAIC HOLDINGS, INC. holds 2M shares of IVW (ISHARES S&P 500 GROWTH ETF), worth $277M as of 2026-Q2. The position was increased (+2.4% shares). IVW represents 0.3% of OSAIC HOLDINGS, INC.'s portfolio.

Current Value

$277M

Current Shares

2M

Total Value Change

+$95.9M

Total Shares Change

+122,265

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
2M
+2.4%
$277M0.3%$137.53
38
2026-Q1
Decreased
2M
-3.6%
$222.4M0.3%$113.00
0
2025-Q4
Decreased
2M
-4.9%
$251.4M0.4%$123.04
0
2025-Q3
Increased
2.1M
+3.8%
$252M0.4%$120.38
38
2025-Q2
Increased
2.1M
+4.1%
$227.1M0.4%$109.66
38
2025-Q1
Decreased
2M
-1.0%
$184.1M0.4%$92.36
0
2024-Q4
Increased
2M
+5.9%
$193.8M0.4%$100.90
39
2024-Q3
Increased
1.9M
+3.3%
$181.1M0.4%$95.03
38

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

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