IVV ISHARES TR

Ownership history in ANDERSON HOAGLAND & CO  ·  22 quarters on record

AI Ownership Summary

ANDERSON HOAGLAND & CO reported ISHARES TR (IVV) in 22 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 1.54% in 2024 Q4. The latest visible filing shows IVV at 1.35% 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 IVV ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was ANDERSON HOAGLAND & CO's position in ISHARES TR, 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 Q1

IVV was reported at 1.35% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.54% in 2024 Q4

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

Time in book
Holding Window
2023 Q4 to 2026 Q1

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.

How ANDERSON HOAGLAND & CO held IVV — position size vs. price
% of Fund (quarterly)    IVV price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED 23,998 +24 +0.1% 1.35% $15.7M 2026-04-07 $662.38
2025 Q4 REDUCED 23,974 -192 -0.8% 1.41% $16.4M 2026-01-05 $688.96
2025 Q3 REDUCED 24,166 -458 -1.9% 1.45% $16.2M 2025-10-15 $664.15
2025 Q2 REDUCED 24,624 -253 -1.0% 1.46% $15.3M 2025-07-10 $623.09
2025 Q1 ADDED 24,877 +6 +0.0% 1.47% $12.4M 2025-04-09 $539.56
2024 Q4 REDUCED 24,871 -28 -0.1% 1.54% $14.9M 2025-01-21 $596.43
2024 Q3 REDUCED 24,899 -154 -0.6% 1.46% $14.3M 2024-10-07 $559.83
2024 Q2 REDUCED 25,053 -496 -1.9% 1.47% $14.0M 2024-07-10 $551.52
2024 Q1 ADDED 25,549 +638 +2.6% 1.48% $13.2M 2024-04-12 $500.23
2023 Q4 REDUCED 24,911 -101 -0.4% 1.46% $11.9M 2024-01-17 $461.06
12 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About ANDERSON HOAGLAND & CO and IVV

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

How long has ANDERSON HOAGLAND & CO reported owning IVV?

ANDERSON HOAGLAND & CO reported IVV across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported IVV position in ANDERSON HOAGLAND & CO's portfolio?

The largest reported portfolio weight for IVV was 1.54% in 2024 Q4.

What is the latest reported IVV position on this page?

The most recent filing on this page is 2026 Q1, when ANDERSON HOAGLAND & CO reported 23,998 shares, equal to 1.35% of portfolio, with an estimated market value of $15.7M.

What does the chart on this IVV ownership page compare?

The chart compares ANDERSON HOAGLAND & CO's quarterly IVV 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.

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