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IVWIVW
15 quarters

Position history for Farther Finance Advisors, LLCFarther Finance Advisors, LLC's holdings in ISHARES S&P 500 GROWTH ETF

Farther Finance Advisors, LLC holds 329,558 shares of IVW (ISHARES S&P 500 GROWTH ETF), worth $45.3M as of 2026-Q2. The position was decreased (-0.9% shares). IVW represents 0.4% of Farther Finance Advisors, LLC's portfolio.

Current Value

$45.3M

Current Shares

329,558

Total Value Change

+$45.3M

Total Shares Change

+328,671

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Decreased
329,558
-0.9%
$45.3M0.4%$137.53
0
2026-Q1
Decreased
332,587
-14.0%
$38.1M0.4%$118.67
0
2025-Q4
Increased
386,527
+31.8%
$47.6M0.5%$124.16
52
2025-Q3
Increased
293,366
+42.1%
$35.4M0.5%$120.03
55
2025-Q2
Decreased
206,510
-44.0%
$22.7M0.5%$109.25
0
2025-Q1
Increased
368,731
+33.0%
$34.5M0.9%$92.24
52
2024-Q4
Increased
277,321
+15.1%
$28.2M1.0%$101.96
52
2024-Q3
Increased
240,965
+23.3%
$23.1M0.9%$94.72
49
2024-Q2
Increased
195,430
+83.2%
$18.2M0.9%$91.87
62
2024-Q1
Increased
106,676
+116.6%
$9M0.5%$83.76
63
2023-Q4
Increased
49,247
+51.9%
$3.7M0.3%$74.42
44
2023-Q3
Increased
32,420
+375.4%
$2.2M0.3%$67.61
50
2023-Q2
Increased
6,819
+579.9%
$480,5740.1%$68.52
46
2023-Q1
Increased
1,003
+13.1%
$64,0820.0%$61.89
24
2022-Q4
New
887
-
$51,8900.0%$57.32
28

Other major holders of IVW: Steward Partners Investment Advisory, LLC, JPMORGAN CHASE & CO, ENVESTNET ASSET MANAGEMENT INC

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