Ownership history in CIC Wealth, LLC · 8 quarters on record
This page tracks every 13F SEC filing in which CIC Wealth, LLC 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 Q3 | ADDED | 6,960 | +16 | +0.2% | 1.04% | $4.0M | $566.00 |
| 2024 Q2 | ADDED | 6,944 | +23 | +0.3% | 1.05% | $3.8M | $534.89 |
| 2024 Q1 | ADDED | 6,921 | +34 | +0.5% | 1.06% | $3.6M | $512.33 |
| 2023 Q4 | ADDED | 6,887 | +32 | +0.5% | 1.04% | $3.3M | $463.98 |
| 2023 Q3 | ADDED | 6,855 | +14 | +0.2% | 1.05% | $2.9M | $415.48 |
| 2023 Q2 | ADDED | 6,841 | +16 | +0.2% | 1.05% | $3.0M | $429.27 |
| 2023 Q1 | ADDED | 6,825 | +25 | +0.4% | 1.06% | $2.8M | $394.68 |
| 2022 Q4 | INITIATED | 6,800 | — | — | 1.08% | $2.6M | — |
As of 2025 Q4 — sorted by position size