SEC 13F Intelligence

Howard Wealth Management, LLC / IVW

Howard Wealth Management, LLC’s Ishares Tr Position

Does Howard Wealth Management, LLC own Ishares Tr (IVW)? Yes — 30.9K shares worth $3M (+1.47% of its 13F portfolio) as of Q1 2026, down from 31.2K shares the prior filed quarter.

Position Value
$3M
Q1 2026
Shares
30.9K
% of Portfolio
+1.47%
Quarters Held
26
currently held

Position History IVW

Reported value by quarter
Q4 ’19: $2MQ4 ’19Q1 ’20: $2MQ2 ’20: $2MQ3 ’20: $2MQ4 ’20: $2MQ4 ’20Q1 ’21: $2MQ2 ’21: $2MQ3 ’21: $2MQ4 ’21: $3MQ4 ’21Q1 ’22: $3MQ2 ’22: $2MQ3 ’22: $2MQ4 ’22: $2MQ4 ’22Q1 ’23: $2MQ2 ’23: $3MQ3 ’23: $3MQ4 ’23: $3MQ4 ’23Q1 ’24: $3MQ2 ’24: $3MQ3 ’24: $3MQ4 ’24: $3MQ4 ’24Q1 ’25: $3MQ2 ’25: $4MQ3 ’25: $4MQ4 ’25: $4MQ4 ’25Q1 ’26: $3Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 202630.9K$3M+1.47%
Q4 202531.2K$4M+1.68%
Q3 202532.1K$4M+1.78%
Q2 202533.5K$4M+1.87%
Q1 202533.6K$3M+1.74%
Q4 202434.2K$3M+1.88%
Q3 202434.7K$3M+1.94%
Q2 202437.5K$3M+2.74%
Q1 202437.7K$3M+2.59%
Q4 202337.8K$3M+2.37%
Q3 202337.8K$3M+2.38%
Q2 202337.8K$3M+2.31%
Q1 202338.3K$2M+2.04%
Q4 202238.4K$2M+1.84%
Q3 202238.5K$2M+1.58%
Q2 202238.5K$2M+2.46%
Q1 202238.5K$3M+1.60%
Q4 202133.7K$3M+1.49%
Q3 202133.7K$2M+1.39%
Q2 202134.1K$2M+1.37%
Q1 202134.1K$2M+1.30%
Q4 202034.2K$2M+1.36%
Q3 20208.8K$2M+1.45%
Q2 20209.0K$2M+1.53%
Q1 20209.4K$2M+1.63%
Q4 20199.7K$2M+1.57%

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