BG Investment Services, LLC reported ISHARES TR (IVV) in 11 quarterly 13F filings from 2024 Q4 through 2026 Q1. Peak portfolio weight reached 29.43% in 2025 Q1. The latest visible filing shows IVV at 10.54% 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.
This page is designed to answer the real investor question behind a 13F filing: how meaningful was BG Investment Services, LLC'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.
IVV was reported at 10.54% of portfolio in the most recent visible filing.
Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.
Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.
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.
As of 2026 Q1 — sorted by position size
These are the practical questions this page is built to answer before you even open the full history table.
BG Investment Services, LLC reported IVV across 6 quarterly 13F filings, from 2024 Q4 through 2026 Q1.
The largest reported portfolio weight for IVV was 29.43% in 2025 Q1.
The most recent filing on this page is 2026 Q1, when BG Investment Services, LLC reported 19,442 shares, equal to 10.54% of portfolio, with an estimated market value of $12.7M.
The chart compares BG Investment Services, LLC'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.
Based on 13F filing dates vs. subsequent IVV price moves, BG Investment Services, LLC correctly timed 5 out of 10 reported position changes (50%). The annualised alpha on IVV relative to SPY over the holding period was +3.7%.