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IVW
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Position history for HB Wealth Management, LLC's holdings in ISHARES TR

HB Wealth Management, LLC holds 2.2M shares of IVW (ISHARES TR), worth $253M as of 2026-Q1. The position was decreased (-5.7% shares). IVW represents 1.6% of HB Wealth Management, LLC's portfolio.

Current Value

$253M

Current Shares

2.2M

Total Value Change

+$18.7M

Total Shares Change

-294,767

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q1
Latest
Decreased
2.2M
-5.7%
$253M1.6%$118.67
0
2025-Q4
Decreased
2.4M
-1.6%
$292.4M1.9%$124.16
0
2025-Q3
Increased
2.4M
+5.7%
$290.9M2.0%$120.03
52
2025-Q2
Decreased
2.3M
-8.1%
$251M2.0%$109.25
0
2025-Q1
Decreased
2.5M
-0.2%
$230.1M1.9%$92.24
0
2024-Q4
Decreased
2.5M
-1.4%
$252.2M2.6%$101.96
0
2024-Q3
Decreased
2.5M
-0.6%
$241M2.6%$94.72
0
2024-Q2
Decreased
2.5M
-2.2%
$234.3M2.7%$91.87
0

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

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