Ownership history in Advisory Resource Group · 29 quarters on record
This page tracks every 13F SEC filing in which Advisory Resource Group 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.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | REDUCED | 16,984 | -154 | -0.9% | 2.05% | $11.6M | $683.12 |
| 2025 Q3 | REDUCED | 17,138 | -14 | -0.1% | 2.06% | $11.5M | $665.17 |
| 2025 Q2 | REDUCED | 17,152 | -41 | -0.2% | 2.05% | $10.6M | $615.21 |
| 2025 Q1 | ADDED | 17,193 | +37 | +0.2% | 1.97% | $9.7M | $555.02 |
| 2024 Q4 | ADDED | 17,156 | +30 | +0.2% | 2.14% | $10.1M | $579.67 |
| 2024 Q3 | REDUCED | 17,126 | -778 | -4.3% | 2.11% | $9.9M | $566.00 |
| 2024 Q2 | REDUCED | 17,904 | -183 | -1.0% | 2.21% | $9.8M | $534.89 |
| 2024 Q1 | REDUCED | 18,087 | -371 | -2.0% | 2.18% | $9.5M | $512.33 |
| 2023 Q4 | REDUCED | 18,458 | -88 | -0.5% | 2.20% | $8.8M | $463.98 |
| 2023 Q3 | REDUCED | 18,546 | -171 | -0.9% | 2.15% | $8.0M | $415.48 |
As of 2025 Q4 — sorted by position size