IVLU — ISHARES TR

Ownership history in COMMONS CAPITAL, LLC  ·  3 quarters on record

This page tracks every 13F SEC filing in which COMMONS CAPITAL, LLC reported a position in ISHARES TR (IVLU). 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
2.45% (2025 Q4)
Avg. % of fund
2.02%
First filed
2025 Q2
Last filed
2025 Q4
Quarters held
3
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 96,104 +20,789 +27.6% 2.45% $3.7M $38.05
2025 Q3 ADDED 75,315 +529 +0.7% 1.74% $2.7M $34.84
2025 Q2 INITIATED 74,786 — — 1.86% $2.5M $32.30
% of Fund (quarterly)    IVLU price (monthly, adj. close)

Other funds also holding IVLU

As of 2025 Q4 — sorted by position size

Farrow Financial, Inc. 6.16% Meridian Financial Partners LLC 3Y 7Y 5.15% INVENIO WEALTH PARTNERS LLC 4.84% IRONWOOD WEALTH MANAGEMENT, INC. 3Y 4.6% Armbruster Capital Management, Inc. 3Y 7Y 4.44% Freedom Investment Management, Inc. 3Y 7Y 3.76% Cobblestone Asset Management LLC 3.74% RHS Financial, LLC 3Y 7Y 3.49% Alliance Wealth Advisors, LLC /UT 3Y 3.12% AdvisorShares Investments LLC 3Y 2.92%
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