Acropolis Investment Management, LLC IVW — ISHARES TR S&P500/BAR GRW

Ownership history in Acropolis Investment Management, LLC  ·  83 quarters on record

AI Ownership Summary

Acropolis Investment Management, LLC reported ISHARES TR S&P500/BAR GRW (IVW) in 83 quarterly 13F filings from 2024 Q1 through 2026 Q2. Peak portfolio weight reached 0.94% in 2025 Q2. The latest visible filing shows IVW at 0.77% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this IVW ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Acropolis Investment Management, LLC's position in ISHARES TR S&P500/BAR GRW, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

IVW was reported at 0.77% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.94% in 2025 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q1 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

IVW stock page Acropolis Investment Management, LLC fund profile Acropolis Investment Management, LLC full holdings
How Acropolis Investment Management, LLC held IVW — position size vs. price
% of Fund (quarterly)    IVW price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 UNCHANGED — — — 154,027 — 0% 0.77% $17.4M 2026-07-15 $138.56
2026 Q1 REDUCED — — — 154,027 -1,903 -1.2% 0.77% $17.4M 2026-04-09 $119.99
2025 Q4 REDUCED — — — 155,930 -2,567 -1.6% 0.86% $19.2M 2026-01-14 $123.19
2025 Q3 ADDED — — — 158,497 +3,492 +2.3% 0.89% $17.5M 2025-10-07 $120.64
2025 Q2 ADDED — — — 155,005 +145 +0.1% 0.94% $17.1M 2025-07-14 $110.67
2025 Q1 REDUCED — — — 154,860 -475 -0.3% 0.85% $14.4M 2025-04-17 $88.01
2024 Q4 ADDED — — — 155,335 +252 +0.2% 0.93% $15.8M 2025-01-14 $99.90
2024 Q3 UNCHANGED — — — 155,083 — 0% 0.91% $14.4M 2024-10-31 $94.40
2024 Q2 REDUCED — — — 155,083 -957 -0.6% 0.91% $14.4M 2024-07-16 $95.18
2024 Q1 REDUCED — — — 156,040 -1,672 -1.1% 0.86% $13.2M 2024-04-17 $80.80
73 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding IVW

As of 2026 Q2 — sorted by position size

Stegner Investment Associates Inc. 3Y 39.8% ShoreHaven Wealth Partners, LLC 3Y 16.15% MJT & Associates Financial Advisory Group, Inc. 15.9% ENCOMPASS WEALTH ADVISORS, LLC 3Y 15.43% LVZ, Inc. 3Y 7Y 14.49% INSTRUMENTAL WEALTH, LLC 3Y 13.56% CGC Financial Services, LLC 10.61% EQ LLC 3Y 9.56% Sterling Investment Counsel, LLC 3Y 9.32% SWMG, LLC 3Y 8.19%

FAQ About Acropolis Investment Management, LLC and IVW

These are the practical questions this page is built to answer before you even open the full history table.

How long has Acropolis Investment Management, LLC reported owning IVW?

Acropolis Investment Management, LLC reported IVW across 10 quarterly 13F filings, from 2024 Q1 through 2026 Q2.

What was the largest reported IVW position in Acropolis Investment Management, LLC's portfolio?

The largest reported portfolio weight for IVW was 0.94% in 2025 Q2.

What is the latest reported IVW position on this page?

The most recent filing on this page is 2026 Q2, when Acropolis Investment Management, LLC reported 154,027 shares, equal to 0.77% of portfolio, with an estimated market value of $17.4M.

What does the chart on this IVW ownership page compare?

The chart compares Acropolis Investment Management, LLC's quarterly IVW portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Acropolis Investment Management, LLC time their IVW position?

Based on 13F filing dates vs. subsequent IVW price moves, Acropolis Investment Management, LLC correctly timed 35 out of 79 reported position changes (44%). The annualised alpha on IVW relative to SPY over the holding period was +1.6%.

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