IVV ISHARES TR

Ownership history in CacheTech Inc.  ·  7 quarters on record

This page tracks every 13F SEC filing in which CacheTech Inc. reported a position in ISHARES TR (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.

Peak position
6.59% (2024 Q4)
Avg. % of fund
5.62%
First filed
2024 Q2
Last filed
2025 Q4
Quarters held
7
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 42,105 -743 -1.7% 5.34% $28.8M $683.12
2025 Q3 REDUCED 42,848 -6,030 -12.3% 5.77% $28.7M $665.17
2025 Q2 ADDED 48,878 +3,476 +7.7% 5.59% $30.3M $615.21
2025 Q1 REDUCED 45,402 -14,321 -24.0% 4.97% $25.5M $555.02
3 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    IVV price (monthly, adj. close)
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