IVE β€” ISHARES TR

Ownership history in Daviman Financial, LLC  Β·  1 quarter on record

This page tracks every 13F SEC filing in which Daviman Financial, LLC reported a position in ISHARES TR (IVE). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β€” sourced directly from SEC EDGAR 13F filings.

πŸ” Peak position
6.22% (2025 Q4)
πŸ“Š Avg. % of fund
6.22%
πŸ“… First filed
2025 Q4
πŸ“… Last filed
2025 Q4
⏱ Quarters held
1
% of Fund (quarterly)    IVE price (monthly, adj. close)
πŸ“‹ Quarterly Holdings History 1 quarter  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 INITIATED 49,996 β€” β€” 6.22% $10.6M $211.29

🏒 Other funds also holding IVE

As of 2025 Q4 β€” sorted by position size

Foundation Wealth Management, LLC 3Y 25.38% LPWM LLC 3Y 17.62% LVZ, Inc. 3Y 7Y 14.04% Thoma Capital Management LLC 13.46% ENCOMPASS WEALTH ADVISORS, LLC 3Y 12.44% hemming& Wealth Management, Inc. 12.4% Powell Investment Advisors, LLC 3Y 11.36% Michelson Medical Research Foundation, Inc. 3Y 11.03% FINANCIAL LIFE ADVISORS 3Y 7Y 10.87% SOFI WEALTH, LLC 3Y 10.32%
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