Ownership history in Arax Advisory Partners · 34 quarters on record
This page tracks every 13F SEC filing in which Arax Advisory Partners reported a position in ISHARES TR CORE S&P500 ETF (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 | ADDED | 46,943 | +42,623 | +986.6% | 0.94% | $32.2M | $683.12 |
| 2025 Q2 | ADDED | 4,320 | +214 | +5.2% | 0.29% | $6.4M | $615.21 |
| 2025 Q1 | REDUCED | 4,106 | -1,273 | -23.7% | 0.15% | $2.3M | $555.02 |
| 2024 Q4 | ADDED | 5,379 | +2,821 | +110.3% | 0.20% | $3.2M | $579.67 |
| 2024 Q3 | REDUCED | 2,558 | -10 | -0.4% | 0.13% | $1.5M | $566.00 |
| 2024 Q2 | REDUCED | 2,568 | -37 | -1.4% | 0.14% | $1.4M | $534.89 |
| 2024 Q1 | REDUCED | 2,605 | -91 | -3.4% | 0.14% | $1.4M | $512.33 |
| 2023 Q4 | ADDED | 2,696 | +140 | +5.5% | 0.14% | $1.3M | $463.98 |
| 2023 Q3 | ADDED | 2,556 | +37 | +1.5% | 0.14% | $1.1M | $415.48 |
| 2023 Q2 | ADDED | 2,519 | +229 | +10.0% | 0.14% | $1.1M | $429.27 |
As of 2025 Q4 — sorted by position size