Shared Vision Wealth Group LLC IVW holdings history
ISHARES S&P 500 GROWTH ETF · CUSIP 464287309 · CIK 2008178
As of 2026-06-30, Shared Vision Wealth Group LLC reported 56.66K IVW (shares), valued at $7.79M, or 2.68% of its reported non-derivative portfolio. Filed 2026-07-31.
Verify history & sources →Shares decreased 3.78%; reported value increased 17.00%, and weight changed -0.04 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.
Left: % · Right: Shares · Independently scaled axes
Exact data and methodology
Axes scale independently; a crossing does not mean equal values. Weight uses each quarter's total reported non-derivative value. Same CUSIP; missing quarters are gaps, not zero. Revised history may include later disclosures.
| Quarter | Weight | Quantity | Source |
|---|---|---|---|
| Q2 2026 | 2.68% | 56,659 | SEC filing ↗Filed Jul 31, 2026 |
| Q1 2026 | 2.72% | 58,882 | SEC filing ↗Filed May 6, 2026 |
| Q4 2025 | 2.84% | 56,410 | SEC filing ↗Filed Feb 11, 2026 |
| Q3 2025 | 2.89% | 56,606 | SEC filing ↗Filed Oct 30, 2025 |
| Q2 2025 | 3.29% | 57,768 | SEC filing ↗Filed Aug 7, 2025 |
| Q1 2025 | 3.07% | 60,614 | SEC filing ↗Filed May 2, 2025 |
| Q4 2024 | 3.32% | 62,165 | SEC filing ↗Filed Feb 6, 2025 |
| Q3 2024 | 3.25% | 63,583 | SEC filing ↗Filed Nov 12, 2024 |
| Q2 2024 | 3.65% | 67,698 | SEC filing ↗Filed Jul 24, 2024 |
| Q1 2024 | 2.13% | 40,368 | SEC filing ↗Filed May 7, 2024 |
| Q4 2023 | 0.93% | 18,462 | SEC filing ↗Filed Feb 8, 2024 |
| Q3 2023 | Not reported | Not reported | No filing this quarter |
History & evidence by quarter
| Quarter | Weight | Quantity | Value | Change explained | Source |
|---|---|---|---|---|---|
| Q3 2023 | Not reported | — | — | The manager filed nothing for this quarter; a missing quarter is not treated as zero holdings. | — |
| Q4 2023 | 0.93% | 18,462 | $1.39M | A comparable prior-quarter record is unavailable; changes are not inferred. | SEC filing ↗ Filed Feb 8, 2024 |
| Q1 2024 | 2.13% | 40,368 | $3.41M | Shares increased 118.65%; reported value increased 145.85%, and weight changed +1.20 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 7, 2024 |
| Q2 2024 | 3.65% | 67,698 | $6.26M | Shares increased 67.70%; reported value increased 83.79%, and weight changed +1.52 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 24, 2024 |
| Q3 2024 | 3.25% | 63,583 | $6.09M | Shares decreased 6.08%; reported value decreased 2.82%, and weight changed -0.40 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Nov 12, 2024 |
| Q4 2024 | 3.32% | 62,165 | $6.31M | Shares decreased 2.23%; reported value increased 3.67%, and weight changed +0.07 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 6, 2025 |
| Q1 2025 | 3.07% | 60,614 | $5.63M | Shares decreased 2.49%; reported value decreased 10.85%, and weight changed -0.25 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 2, 2025 |
| Q2 2025 | 3.29% | 57,768 | $6.58M | Shares decreased 4.70%; reported value increased 16.94%, and weight changed +0.22 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 7, 2025 |
| Q3 2025 | 2.89% | 56,606 | $6.82M | Shares decreased 2.01%; reported value increased 3.65%, and weight changed -0.40 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Oct 30, 2025 |
| Q4 2025 | 2.84% | 56,410 | $7.01M | Shares decreased 0.35%; reported value increased 2.82%, and weight changed -0.05 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 11, 2026 |
| Q1 2026 | 2.72% | 58,882 | $6.66M | Shares increased 4.38%; reported value decreased 5.02%, and weight changed -0.12 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 6, 2026 |
| Q2 2026 | 2.68% | 56,659 | $7.79M | Shares decreased 3.78%; reported value increased 17.00%, and weight changed -0.04 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 31, 2026 |
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