How many shares of IVW does OneDigital Investment Advisors LLC own?

As of 2026-Q2, OneDigital Investment Advisors LLC holds 371,331 shares of IVW (ISHARES TR).

What is OneDigital Investment Advisors LLC's IVW position worth?

As of 2026-Q2, OneDigital Investment Advisors LLC's IVW position is worth $51.1M.

Is OneDigital Investment Advisors LLC buying or selling IVW?

In 2026-Q2, OneDigital Investment Advisors LLC decreased their IVW position (-5.0% change in shares).

When did OneDigital Investment Advisors LLC first buy IVW?

Based on available 13F filings, OneDigital Investment Advisors LLC first reported a position in IVW in 2019-Q1. They have held the position across 30 quarters.

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OneDigital Investment Advisors LLC

IVW
30 quarters

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

Current Value

$51.1M

Current Shares

371,331

Total Value Change

+$51M

Total Shares Change

+371,172

Quarter-by-Quarter History

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q2 Latest	Decreased	371,331	-5.0%	$51.1M	0.4%	$137.53	0
2026-Q1	Increased	391,098	+2.6%	$44.2M	0.4%	$113.00	36
2025-Q4	Decreased	381,331	-9.4%	$47M	0.5%	$123.04	0
2025-Q3	Decreased	420,999	-5.0%	$50.8M	0.5%	$120.38	0
2025-Q2	Decreased	442,922	-10.4%	$48.8M	0.5%	$109.66	0
2025-Q1	Decreased	494,233	-10.6%	$45.9M	0.5%	$92.36	0
2024-Q4	Decreased	552,826	-15.2%	$56.1M	0.7%	$100.90	0
2024-Q3	Decreased	652,040	-7.9%	$62.4M	0.7%	$95.03	0
2024-Q2	Decreased	707,670	-0.9%	$65.5M	0.8%	$91.87	0
2024-Q1	Decreased	713,891	-32.7%	$60.3M	0.9%	$83.76	0
2023-Q4	Increased	1.1M	+128.1%	$79.6M	1.4%	$74.42	76
2023-Q3	Increased	464,855	+242.7%	$31.8M	0.7%	$67.61	66
2023-Q2	Increased	135,636	+14.1%	$9.6M	0.2%	$69.30	38
2023-Q1	Increased	118,876	+10.9%	$7.6M	0.2%	$62.68	36
2022-Q4	Decreased	107,204	-3.3%	$6.3M	0.2%	$57.32	0
2022-Q3	Increased	110,876	+4.4%	$6.4M	0.2%	$56.46	34
2022-Q2	Decreased	106,189	-8.9%	$6.4M	0.3%	$58.75	0
2022-Q1	Decreased	116,520	-1.6%	$8.9M	0.3%	$74.23	0
2021-Q4	Decreased	118,474	-0.0%	$9.9M	0.4%	$81.18	0
2021-Q3	Decreased	118,513	-0.7%	$8.8M	0.3%	$71.63	0
2021-Q2	Increased	119,336	+0.8%	$8.7M	0.4%	$70.38	33
2021-Q1	Increased	118,333	+0.7%	$7.7M	0.4%	$62.93	33
2020-Q4	Increased	117,481	+259.3%	$7.5M	0.4%	$61.59	53
2020-Q3	Decreased	32,695	-0.7%	$7.6M	0.5%	$55.62	0
2020-Q2	Increased	32,912	+5.3%	$6.8M	0.5%	$49.83	34
2020-Q1	Increased	31,247	+517.9%	$5.2M	0.5%	$39.54	52
2019-Q4	Increased	5,057	+8.1%	$979,000	0.1%	$46.23	27
2019-Q3	Increased	4,677	+157.3%	$842,000	0.1%	$42.60	40
2019-Q2	Increased	1,818	+1043.4%	$326,000	0.0%	$42.35	38
2019-Q1	First report	159	-	$27,000	0.0%	$40.55	0

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

IVW30 quarters

IVW
30 quarters