IMCV — ISHARES TR

Ownership history in Advisory Services Network, LLC  ·  8 quarters on record

This page tracks every 13F SEC filing in which Advisory Services Network, LLC reported a position in ISHARES TR (IMCV). 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
0.01% (2020 Q3)
Avg. % of fund
0.0%
First filed
2020 Q1
Last filed
2025 Q3
Quarters held
8
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 REDUCED 33 -36 -52.2% 0.00% $3K $79.50
2023 Q4 REDUCED 69 -802 -92.1% 0.00% $5K $64.33
2023 Q1 UNCHANGED 871 — 0% 0.00% $54K $57.70
2022 Q4 ADDED 871 +802 +1162.3% 0.00% $54K $57.49
2021 Q2 ADDED 69 +46 +200.0% 0.00% $4K $57.50
2020 Q4 REDUCED 23 -938 -97.6% 0.00% $4K $46.28
2020 Q3 ADDED 961 +405 +72.8% 0.01% $126K $38.56
2020 Q1 INITIATED 556 — — 0.00% $59K $31.04
% of Fund (quarterly)    IMCV price (monthly, adj. close)

Other funds also holding IMCV

As of 2025 Q4 — sorted by position size

swisspartners Advisors Ltd 3Y 7.62% Black Diamond Financial, LLC 3Y 7Y 1.93% Marietta Wealth Management, LLC 3Y 7Y 1.22% JIM SAULNIER & ASSOCIATES, LLC 1.08% Rodgers & Associates, LTD 3Y 0.93% DDFG, Inc 3Y 0.84% Lebenthal Global Advisors, LLC 3Y 0.77% Bedel Financial Consulting, Inc. 3Y 7Y 0.76% Steele Capital Management, Inc. 0.73% VANTAGEPOINT INVESTMENT ADVISERS LLC 3Y 7Y 0.67%
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