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IVW
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Position history for OneDigital Investment Advisors LLC's holdings in ISHARES TR

OneDigital Investment Advisors LLC holds 391,098 shares of IVW (ISHARES TR), worth $44.2M as of 2026-Q1. The position was increased (+2.6% shares). IVW represents 0.4% of OneDigital Investment Advisors LLC's portfolio.

Current Value

$44.2M

Current Shares

391,098

Total Value Change

-$21.3M

Total Shares Change

-316,572

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q1
Latest
Increased
391,098
+2.6%
$44.2M0.4%$118.67
36
2025-Q4
Decreased
381,331
-9.4%
$47M0.5%$124.16
0
2025-Q3
Decreased
420,999
-5.0%
$50.8M0.5%$120.03
0
2025-Q2
Decreased
442,922
-10.4%
$48.8M0.5%$109.25
0
2025-Q1
Decreased
494,233
-10.6%
$45.9M0.5%$92.24
0
2024-Q4
Decreased
552,826
-15.2%
$56.1M0.7%$101.96
0
2024-Q3
Decreased
652,040
-7.9%
$62.4M0.7%$94.72
0
2024-Q2
Decreased
707,670
-0.9%
$65.5M0.8%$91.87
0

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

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