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IVWIVW
16 quarters

Position history for Farther Finance Advisors, LLCFarther Finance Advisors, LLC's holdings in ISHARES TR

Farther Finance Advisors, LLC holds 332,750 shares of IVW (ISHARES TR), worth $47.3M as of 2026-Q3. The position was increased (+1.0% shares). IVW represents 0.3% of Farther Finance Advisors, LLC's portfolio.

Current Value

$47.3M

Current Shares

332,750

Total Value Change

+$47.3M

Total Shares Change

+331,863

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q3
Latest
Increased
332,750
+1.0%
$47.3M0.3%$142.26
35
2026-Q2
Decreased
329,558
-0.9%
$45.3M0.4%$137.53
0
2026-Q1
Decreased
332,587
-14.0%
$38.1M0.4%$113.00
0
2025-Q4
Increased
386,527
+31.8%
$47.6M0.5%$123.04
52
2025-Q3
Increased
293,366
+42.1%
$35.4M0.5%$120.38
55
2025-Q2
Decreased
206,510
-44.0%
$22.7M0.5%$109.66
0
2025-Q1
Increased
368,731
+33.0%
$34.5M0.9%$92.36
52
2024-Q4
Increased
277,321
+15.1%
$28.2M1.0%$100.90
52
2024-Q3
Increased
240,965
+23.3%
$23.1M0.9%$95.03
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%$69.30
46
2023-Q1
Increased
1,003
+13.1%
$64,0820.0%$62.62
24
2022-Q4
First report
887
-
$51,8900.0%$57.17
0

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

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