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IVW
8 quarters

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

Sanctuary Advisors, LLC holds 1.4M shares of IVW (ISHARES TR), worth $159.1M as of 2026-Q1. The position was increased (+4.1% shares). IVW represents 0.9% of Sanctuary Advisors, LLC's portfolio.

Current Value

$159.1M

Current Shares

1.4M

Total Value Change

+$69.3M

Total Shares Change

+318,820

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q1
Latest
Increased
1.4M
+4.1%
$159.1M0.9%$118.67
45
2025-Q4
Increased
1.4M
+3.5%
$166.6M0.9%$124.16
44
2025-Q3
Decreased
1.3M
-3.7%
$157.7M0.9%$120.03
0
2025-Q2
Decreased
1.4M
-7.6%
$149.3M0.9%$109.25
0
2025-Q1
Increased
1.5M
+3.3%
$136.3M1.0%$92.24
44
2024-Q4
Increased
1.4M
+0.6%
$148.8M0.9%$101.96
43
2024-Q3
Increased
1.4M
+29.8%
$140.7M0.9%$94.72
54
2024-Q2
New
1.1M
-
$89.8M0.7%$91.87
58

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

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