Evensky & Katz LLC’s Ishares Tr Position
Does Evensky & Katz LLC own Ishares Tr (IWV)? Yes — 340.8K shares worth $126M (+7.19% of its 13F portfolio) as of Q1 2026, down from 345.9K shares the prior filed quarter.
Position Value
$126M
Q1 2026
Shares
340.8K
% of Portfolio
+7.19%
Quarters Held
29
currently held
Position History IWV
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q1 2026 | 340.8K | $126M | +7.19% |
| Q4 2025 | 345.9K | $134M | +7.55% |
| Q3 2025 | 349.4K | $132M | +7.68% |
| Q2 2025 | 360.8K | $127M | +7.73% |
| Q1 2025 | 365.2K | $116M | +7.78% |
| Q4 2024 | 378.8K | $127M | +8.28% |
| Q3 2024 | 389.9K | $127M | +8.30% |
| Q2 2024 | 395.2K | $122M | +8.49% |
| Q1 2024 | 404.0K | $121M | +8.55% |
| Q4 2023 | 417.4K | $114M | +8.60% |
| Q3 2023 | 420.6K | $103M | +8.80% |
| Q2 2023 | 430.5K | $110M | +8.31% |
| Q1 2023 | 438.2K | $103M | +8.33% |
| Q4 2022 | 440.2K | $97M | +8.76% |
| Q3 2022 | 437.0K | $90M | +10.71% |
| Q2 2022 | 437.7K | $95M | +10.87% |
| Q1 2022 | 444.9K | $117M | +11.54% |
| Q4 2021 | 449.5K | $125M | +12.02% |
| Q3 2021 | 457.6K | $117M | +12.18% |
| Q2 2021 | 474.0K | $121M | +12.37% |
| Q1 2021 | 478.1K | $113M | +12.54% |
| Q4 2020 | 501.9K | $112M | +13.88% |
| Q3 2020 | 512.1K | $100M | +13.58% |
| Q2 2020 | 521.8K | $94M | +13.56% |
| Q1 2020 | 532.0K | $79M | +12.40% |
| Q4 2019 | 542.5K | $102M | +14.21% |
| Q3 2019 | 568.5K | $99M | +13.49% |
| Q2 2019 | 580.8K | $100M | +13.86% |
| Q1 2019 | 1.26M | $210M | +14.18% |
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Evensky & Katz LLC’s full portfolio or all institutional holders of IWV.