Back to OSAIC HOLDINGS, INC.

IVW
Showing 8 of 25 quarters

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

OSAIC HOLDINGS, INC. holds 2M shares of IVW (ISHARES TR), worth $222.4M as of 2026-Q1. The position was decreased (-3.6% shares). IVW represents 0.3% of OSAIC HOLDINGS, INC.'s portfolio.

Current Value

$222.4M

Current Shares

2M

Total Value Change

+$53.1M

Total Shares Change

+135,865

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q1
Latest
Decreased
2M
-3.6%
$222.4M0.3%$118.67
0
2025-Q4
Decreased
2M
-4.9%
$251.4M0.4%$124.16
0
2025-Q3
Increased
2.1M
+3.8%
$252M0.4%$120.03
38
2025-Q2
Increased
2.1M
+4.1%
$227.1M0.4%$109.25
38
2025-Q1
Decreased
2M
-1.0%
$184.1M0.4%$92.24
0
2024-Q4
Increased
2M
+5.9%
$193.8M0.4%$101.96
39
2024-Q3
Increased
1.9M
+3.3%
$181.1M0.4%$94.72
38
2024-Q2
Increased
1.8M
+3.9%
$169.4M0.4%$91.87
38

Other major holders of IVW: ENVESTNET ASSET MANAGEMENT INC, JPMORGAN CHASE & CO

Analytics tracking helps us improve the product. Essential functions stay on either way. How analytics data is used