Ownership history in David J Yvars Group · 20 quarters on record
This page tracks every 13F SEC filing in which David J Yvars Group 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) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | ADDED | 59,692 | +3,246 | +5.8% | 21.76% | $40.9M | $683.12 |
| 2025 Q3 | ADDED | 56,446 | +381 | +0.7% | 20.24% | $37.8M | $665.17 |
| 2025 Q2 | ADDED | 56,065 | +537 | +1.0% | 20.39% | $34.8M | $615.21 |
| 2025 Q1 | ADDED | 55,528 | +1,610 | +3.0% | 24.55% | $31.2M | $555.02 |
| 2024 Q4 | ADDED | 53,918 | +327 | +0.6% | 19.36% | $31.7M | $579.67 |
| 2024 Q3 | REDUCED | 53,591 | -328 | -0.6% | 19.14% | $30.9M | $566.00 |
| 2024 Q2 | ADDED | 53,919 | +206 | +0.4% | 18.46% | $29.5M | $534.89 |
| 2024 Q1 | REDUCED | 53,713 | -1,397 | -2.5% | 19.04% | $28.2M | $512.33 |
| 2023 Q4 | ADDED | 55,110 | +85 | +0.2% | 21.17% | $26.3M | $463.98 |
| 2023 Q3 | ADDED | 55,025 | +1,771 | +3.3% | 19.72% | $23.6M | $415.48 |
As of 2025 Q4 — sorted by position size