Ownership history in Campbell Wealth Management · 22 quarters on record
This page tracks every 13F SEC filing in which Campbell Wealth Management 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.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2024 Q4 | ADDED | 51,463 | +153 | +0.3% | 2.73% | $30.3M | $579.67 |
| 2024 Q3 | ADDED | 51,310 | +463 | +0.9% | 2.64% | $29.6M | $566.00 |
| 2024 Q1 | ADDED | 50,847 | +895 | +1.8% | 2.66% | $26.7M | $512.33 |
| 2023 Q4 | REDUCED | 49,952 | -1,472 | -2.9% | 2.83% | $23.9M | $463.98 |
| 2023 Q3 | REDUCED | 51,424 | -3,993 | -7.2% | 2.69% | $22.1M | $415.48 |
| 2023 Q1 | ADDED | 55,417 | +840 | +1.5% | 2.85% | $22.8M | $394.68 |
| 2022 Q4 | ADDED | 54,577 | +4,643 | +9.3% | 2.92% | $21.0M | $367.35 |
| 2022 Q3 | REDUCED | 49,934 | -689 | -1.4% | 2.59% | $17.9M | $341.43 |
| 2022 Q2 | REDUCED | 50,623 | -3,638 | -6.7% | 2.69% | $19.2M | $359.10 |
| 2022 Q1 | REDUCED | 54,261 | -11 | -0.0% | 2.99% | $24.6M | $428.36 |
As of 2025 Q4 — sorted by position size