IDEV β€” ISHARES TR

Ownership history in David J Yvars Group  Β·  3 quarters on record

AI Ownership Summary

David J Yvars Group reported ISHARES TR (IDEV) in 3 quarterly 13F filings from 2025 Q2 through 2025 Q4. Peak portfolio weight reached 3.8% in 2025 Q4. The latest visible filing shows IDEV at 3.80% 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 IDEV ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was David J Yvars Group'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

IDEV was reported at 3.80% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
3.8% in 2025 Q4

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

Time in book
Holding Window
2025 Q2 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 David J Yvars Group held IDEV β€” position size vs. price
% of Fund (quarterly)    IDEV price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 3 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 86,596 +5,158 +6.3% 3.80% $7.1M 2026-02-14 (Est.) $89.38
2025 Q3 REDUCED 81,438 -2,022 -2.4% 3.50% $6.5M 2025-10-27 $80.28
2025 Q2 INITIATED 83,460 β€” β€” 3.72% $6.3M 2025-07-09 $75.00

FAQ About David J Yvars Group and IDEV

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

How long has David J Yvars Group reported owning IDEV?

David J Yvars Group reported IDEV across 3 quarterly 13F filings, from 2025 Q2 through 2025 Q4.

What was the largest reported IDEV position in David J Yvars Group's portfolio?

The largest reported portfolio weight for IDEV was 3.80% in 2025 Q4.

What is the latest reported IDEV position on this page?

The most recent filing on this page is 2025 Q4, when David J Yvars Group reported 86,596 shares, equal to 3.80% of portfolio, with an estimated market value of $7.1M.

What does the chart on this IDEV ownership page compare?

The chart compares David J Yvars Group's quarterly IDEV 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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