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IVE
8 quarters

Position history for Sanctuary Advisors, LLC's holdings in ISHARES TR

Sanctuary Advisors, LLC holds 902,104 shares of IVE (ISHARES TR), worth $190.5M as of 2026-Q1. The position was decreased (-6.6% shares). IVE represents 1.0% of Sanctuary Advisors, LLC's portfolio.

Current Value

$190.5M

Current Shares

902,104

Total Value Change

+$107.9M

Total Shares Change

+443,847

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q1
Latest
Decreased
902,104
-6.6%
$190.5M1.0%$219.98
0
2025-Q4
Increased
965,441
+26.5%
$204.7M1.1%$213.56
60
2025-Q3
Increased
763,243
+3.8%
$157.6M0.9%$204.84
44
2025-Q2
Increased
735,201
+17.4%
$143.7M0.9%$192.62
50
2025-Q1
Increased
625,992
+28.5%
$119.3M0.8%$186.32
53
2024-Q4
Increased
487,271
+2.7%
$96.2M0.6%$187.40
43
2024-Q3
Increased
474,474
+3.5%
$96.7M0.6%$192.13
44
2024-Q2
New
458,257
-
$82.6M0.6%$176.93
58

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

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