CALIBER WEALTH MANAGEMENT, LLC / KS IVE β€” ISHARES TR

Ownership history in CALIBER WEALTH MANAGEMENT, LLC / KS  Β·  5 quarters on record

AI Ownership Summary

CALIBER WEALTH MANAGEMENT, LLC / KS reported ISHARES TR (IVE) in 5 quarterly 13F filings from 2025 Q1 through 2026 Q1. Peak portfolio weight reached 0.7% in 2025 Q1. The latest visible filing shows IVE at 0.63% 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.

What this IVE ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was CALIBER WEALTH MANAGEMENT, LLC / KS'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

IVE was reported at 0.63% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.7% in 2025 Q1

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

Time in book
Holding Window
2025 Q1 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.

IVE stock page CALIBER WEALTH MANAGEMENT, LLC / KS fund profile CALIBER WEALTH MANAGEMENT, LLC / KS full holdings
How CALIBER WEALTH MANAGEMENT, LLC / KS held IVE β€” position size vs. price
% of Fund (quarterly)    IVE price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 5 quarters  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED β€” β€” β€” 27,466 +322 +1.2% 0.63% $5.8M 2026-04-23 $220.85
2025 Q4 REDUCED β€” β€” β€” 27,144 -788 -2.8% 0.62% $5.8M 2026-01-28 $215.55
2025 Q3 REDUCED 6.5% +4.0% ❌ 27,932 -1,940 -6.5% 0.64% $5.8M 2025-11-05 $206.67
2025 Q2 ADDED β€” β€” β€” 29,872 +3,069 +11.5% 0.63% $5.8M 2025-07-30 $195.94
2025 Q1 INITIATED β€” β€” β€” 26,803 β€” β€” 0.70% $5.1M 2025-05-07 $181.33

🏒 Other funds also holding IVE

As of 2026 Q1 β€” sorted by position size

HOME FEDERAL BANK OF TENNESSEE 3Y 7Y 20.35% LPWM LLC 3Y 17.68% Thoma Capital Management LLC 15.1% ADG Wealth Management Group, LLC 13.91% ENCOMPASS WEALTH ADVISORS, LLC 3Y 12.62% Powell Investment Advisors, LLC 3Y 11.5% PLANNING DIRECTIONS INC 3Y 7Y 11.32% Signature Wealth Management Partners, LLC 3Y 10.25% AMARILLO NATIONAL BANK 3Y 7Y 9.9% INSTRUMENTAL WEALTH, LLC 9.29%

FAQ About CALIBER WEALTH MANAGEMENT, LLC / KS and IVE

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

How long has CALIBER WEALTH MANAGEMENT, LLC / KS reported owning IVE?

CALIBER WEALTH MANAGEMENT, LLC / KS reported IVE across 5 quarterly 13F filings, from 2025 Q1 through 2026 Q1.

What was the largest reported IVE position in CALIBER WEALTH MANAGEMENT, LLC / KS's portfolio?

The largest reported portfolio weight for IVE was 0.70% in 2025 Q1.

What is the latest reported IVE position on this page?

The most recent filing on this page is 2026 Q1, when CALIBER WEALTH MANAGEMENT, LLC / KS reported 27,466 shares, equal to 0.63% of portfolio, with an estimated market value of $5.8M.

What does the chart on this IVE ownership page compare?

The chart compares CALIBER WEALTH MANAGEMENT, LLC / KS's quarterly IVE 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.

How well did CALIBER WEALTH MANAGEMENT, LLC / KS time their IVE position?

Based on 13F filing dates vs. subsequent IVE price moves, CALIBER WEALTH MANAGEMENT, LLC / KS correctly timed 2 out of 4 reported position changes (50%). The annualised alpha on IVE relative to SPY over the holding period was -1.3%.

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