IVV ISHARES TR

Ownership history in Cravens & Co Advisors, LLC  ·  13 quarters on record

AI Ownership Summary

Cravens & Co Advisors, LLC reported ISHARES TR (IVV) in 13 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 0.42% in 2025 Q2. The latest visible filing shows IVV at 0.41% 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. Older history is available after unlock; the visible window still shows the most recent pattern.

What this IVV ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Cravens & Co Advisors, LLC'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
2025 Q4

IVV was reported at 0.41% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.42% in 2025 Q2

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

Time in book
Holding Window
2023 Q4 to 2025 Q4

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 Cravens & Co Advisors, LLC held IVV — position size vs. price
% of Fund (quarterly)    IVV price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 9 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 UNCHANGED 900 0% 0.41% $627K 2026-02-14 (Est.) $682.94
2025 Q3 UNCHANGED 900 0% 0.41% $602K 2025-10-29 $686.45
2025 Q2 UNCHANGED 900 0% 0.42% $559K 2025-08-12 $639.83
2025 Q1 UNCHANGED 900 0% 0.39% $506K 2025-05-14 $583.05
2024 Q4 UNCHANGED 900 0% 0.40% $530K 2025-02-13 $603.29
2024 Q3 UNCHANGED 900 0% 0.40% $519K 2024-11-13 $588.95
2024 Q2 UNCHANGED 900 0% 0.37% $493K 2024-08-01 $533.73
2024 Q1 UNCHANGED 900 0% 0.39% $473K 2024-04-02 $508.16
2023 Q4 UNCHANGED 900 0% 0.37% $430K 2024-02-09 $489.26
4 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About Cravens & Co Advisors, LLC and IVV

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

How long has Cravens & Co Advisors, LLC reported owning IVV?

Cravens & Co Advisors, LLC reported IVV across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported IVV position in Cravens & Co Advisors, LLC's portfolio?

The largest reported portfolio weight for IVV was 0.42% in 2025 Q2.

What is the latest reported IVV position on this page?

The most recent filing on this page is 2025 Q4, when Cravens & Co Advisors, LLC reported 900 shares, equal to 0.41% of portfolio, with an estimated market value of $627K.

What does the chart on this IVV ownership page compare?

The chart compares Cravens & Co Advisors, LLC's quarterly IVV 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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