IVE ISHARES TR

Ownership history in Anson Capital, Inc.  ·  13 quarters on record

This page tracks every 13F SEC filing in which Anson Capital, Inc. reported a position in ISHARES TR (IVE). 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
7.33% (2022 Q4)
Avg. % of fund
4.64%
First filed
2021 Q4
Last filed
2025 Q4
Quarters held
13
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 18,914 -1,197 -6.0% 2.92% $4.0M $211.29
2025 Q3 ADDED 20,111 +134 +0.7% 3.11% $4.2M $204.79
2025 Q2 ADDED 19,977 +50 +0.3% 3.14% $3.9M $192.97
2025 Q1 ADDED 19,927 +1,920 +10.7% 3.26% $3.8M $187.40
2024 Q4 REDUCED 18,007 -502 -2.7% 2.99% $3.4M $186.96
2024 Q3 REDUCED 18,509 -3,170 -14.6% 3.25% $3.6M $192.07
2024 Q2 REDUCED 21,679 -6,301 -22.5% 3.89% $3.9M $176.28
2023 Q1 REDUCED 27,980 -10,267 -26.8% 6.88% $4.2M $143.69
2022 Q4 ADDED 38,247 +5,376 +16.4% 7.33% $5.5M $136.70
2022 Q3 REDUCED 32,871 -6,023 -15.5% 5.68% $4.2M $120.42
3 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    IVE price (monthly, adj. close)
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