SEC 13F Intelligence

Lbmc Investment Advisors, LLC / IVW

Lbmc Investment Advisors, LLC’s Ishares Tr Position

Does Lbmc Investment Advisors, LLC own Ishares Tr (IVW)? Yes — 118.0K shares worth $13M (+0.81% of its 13F portfolio) as of Q1 2026, down from 127.4K shares the prior filed quarter.

Position Value
$13M
Q1 2026
Shares
118.0K
% of Portfolio
+0.81%
Quarters Held
29
currently held

Position History IVW

Reported value by quarter
Q4 ’18: $6MQ4 ’18Q1 ’19: $7MQ2 ’19: $7MQ3 ’19: $6MQ4 ’19: $6MQ4 ’19Q1 ’20: $5MQ2 ’20: $7MQ3 ’20: $7MQ4 ’20: $8MQ4 ’20Q1 ’21: $8MQ2 ’21: $8MQ3 ’21: $9MQ1 ’22: $9MQ1 ’22Q2 ’22: $8MQ3 ’22: $8MQ4 ’22: $8MQ1 ’23: $9MQ1 ’23Q2 ’23: $10MQ3 ’23: $9MQ4 ’23: $10MQ1 ’24: $12MQ1 ’24Q2 ’24: $13MQ3 ’24: $14MQ4 ’24: $14MQ1 ’25: $12MQ1 ’25Q2 ’25: $14MQ3 ’25: $15MQ4 ’25: $16MQ1 ’26: $13MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 2026118.0K$13M+0.81%
Q4 2025127.4K$16M+0.97%
Q3 2025123.1K$15M+0.95%
Q2 2025128.4K$14M+1.01%
Q1 2025133.2K$12M+0.97%
Q4 2024141.3K$14M+1.13%
Q3 2024142.5K$14M+1.08%
Q2 2024142.7K$13M+1.14%
Q1 2024143.1K$12M+1.05%
Q4 2023135.9K$10M+0.97%
Q3 2023136.2K$9M+0.98%
Q2 2023138.6K$10M+0.96%
Q1 2023139.3K$9M+0.90%
Q4 2022143.8K$8M+0.89%
Q3 2022139.2K$8M+0.93%
Q2 2022137.4K$8M+0.90%
Q1 2022115.7K$9M+0.78%
Q3 20212.0K$9M+0.80%
Q2 2021116.4K$8M+0.81%
Q1 2021120.4K$8M+0.83%
Q4 2020120.7K$8M+0.91%
Q3 202031.2K$7M+1.00%
Q2 202031.4K$7M+1.03%
Q1 202031.6K$5M+0.97%
Q4 201933.2K$6M+0.91%
Q3 201933.2K$6M+0.91%
Q2 201936.8K$7M+1.00%
Q1 201938.3K$7M+1.05%
Q4 201841.1K$6M+1.14%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Lbmc Investment Advisors, LLC’s full portfolio or all institutional holders of IVW.