IVV — ISHARES TR

Ownership history in ACCESS FINANCIAL SERVICES, INC.  ·  36 quarters on record

This page tracks every 13F SEC filing in which ACCESS FINANCIAL SERVICES, INC. reported a position in ISHARES TR (IVV). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
2.42% (2022 Q4)
Avg. % of fund
1.71%
First filed
2016 Q4
Last filed
2025 Q4
Quarters held
36
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 7,914 -41 -0.5% 1.97% $5.4M $684.94
2025 Q3 REDUCED 7,955 -176 -2.2% 1.93% $5.3M $666.94
2025 Q2 ADDED 8,131 +117 +1.5% 1.91% $5.0M $616.85
2025 Q1 REDUCED 8,014 -129 -1.6% 1.81% $4.5M $556.50
32 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    IVV price (monthly, adj. close)

Other funds also holding IVV

As of 2025 Q4 — sorted by position size

Conrad N. Hilton Foundation 3Y 7Y 100.0% 26North Partners LP 3Y 100.0% SWISS RE LTD 3Y 7Y 99.26% GENWORTH FINANCIAL INC 3Y 7Y 92.41% UNC Management Company, Inc. 3Y 80.71% Michael & Susan Dell Foundation 3Y 7Y 75.69% FINANCIAL COUNSELORS INC 3Y 7Y 74.09% GR FINANCIAL GROUP, LLC 70.89% MKP Capital Management, L.L.C. 3Y 7Y 68.04% UNIVERSITY OF CHICAGO 3Y 7Y 64.86%
← Back to ACCESS FINANCIAL SERVICES, INC. Holdings