Cornell Pochily Investment Advisors, Inc. IDV — ISHARES TR

Ownership history in Cornell Pochily Investment Advisors, Inc.  ·  3 quarters on record

AI Ownership Summary

Cornell Pochily Investment Advisors, Inc. reported ISHARES TR (IDV) in 3 quarterly 13F filings from 2025 Q4 through 2026 Q2. Peak portfolio weight reached 0.63% in 2026 Q1. The latest visible filing shows IDV at 0.62% 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 IDV ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Cornell Pochily Investment Advisors, Inc.'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 Q2

IDV was reported at 0.62% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.63% in 2026 Q1

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

Time in book
Holding Window
2025 Q4 to 2026 Q2

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.

How Cornell Pochily Investment Advisors, Inc. held IDV — position size vs. price
% of Fund (quarterly)    IDV price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 3 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 ADDED — — — 55,501 +5,079 +10.1% 0.62% $2.3M 2026-07-15 $42.33
2026 Q1 ADDED — — — 50,422 +10,258 +25.5% 0.63% $2.1M 2026-04-17 $42.51
2025 Q4 INITIATED — — — 40,164 — — 0.46% $1.6M 2026-01-20 $38.48

🏢 Other funds also holding IDV

As of 2026 Q3 — sorted by position size

Versant Capital Management, Inc 3Y 7Y 0.01%

FAQ About Cornell Pochily Investment Advisors, Inc. and IDV

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

How long has Cornell Pochily Investment Advisors, Inc. reported owning IDV?

Cornell Pochily Investment Advisors, Inc. reported IDV across 3 quarterly 13F filings, from 2025 Q4 through 2026 Q2.

What was the largest reported IDV position in Cornell Pochily Investment Advisors, Inc.'s portfolio?

The largest reported portfolio weight for IDV was 0.63% in 2026 Q1.

What is the latest reported IDV position on this page?

The most recent filing on this page is 2026 Q2, when Cornell Pochily Investment Advisors, Inc. reported 55,501 shares, equal to 0.62% of portfolio, with an estimated market value of $2.3M.

What does the chart on this IDV ownership page compare?

The chart compares Cornell Pochily Investment Advisors, Inc.'s quarterly IDV 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.

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