Wealthspan Partners, LLC / IVW
Wealthspan Partners, LLC’s Ishares Tr Position
Does Wealthspan Partners, LLC own Ishares Tr (IVW)? Yes — 44.0K shares worth $5M (+1.75% of its 13F portfolio) as of Q1 2026, up from 42.0K shares the prior filed quarter.
Position Value
$5M
Q1 2026
Shares
44.0K
% of Portfolio
+1.75%
Quarters Held
18
currently held
Position History IVW
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q1 2026 | 44.0K | $5M | +1.75% |
| Q4 2025 | 42.0K | $5M | +1.88% |
| Q3 2025 | 42.1K | $5M | +1.94% |
| Q2 2025 | 42.6K | $5M | +1.94% |
| Q1 2025 | 43.6K | $4M | +1.87% |
| Q4 2024 | 44.2K | $4M | +2.14% |
| Q3 2024 | 44.7K | $4M | +2.11% |
| Q2 2024 | 44.9K | $4M | +2.29% |
| Q1 2024 | 45.4K | $4M | +2.26% |
| Q4 2023 | 49.0K | $4M | +2.57% |
| Q3 2023 | 56.2K | $4M | +3.04% |
| Q2 2023 | 62.1K | $4M | +3.45% |
| Q1 2023 | 68.9K | $4M | +3.76% |
| Q4 2022 | 75.1K | $4M | +4.00% |
| Q3 2022 | 77.4K | $4M | +4.64% |
| Q2 2022 | 75.7K | $5M | +4.72% |
| Q1 2022 | 75.6K | $6M | +5.24% |
| Q4 2021 | 78.9K | $7M | +5.83% |
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Wealthspan Partners, LLC’s full portfolio or all institutional holders of IVW.