IVV — Barclays ETF

Ownership history in Destination Wealth Management  ·  87 quarters on record

This page tracks every 13F SEC filing in which Destination Wealth Management reported a position in Barclays ETF (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.

Peak position
11.45% (2016 Q2)
Avg. % of fund
2.54%
First filed
2003 Q4
Last filed
2025 Q4
Quarters held
87
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 113,236 -5,311 -4.5% 2.03% $77.6M $683.12
2025 Q3 ADDED 118,547 +506 +0.4% 2.19% $79.3M $665.17
2025 Q2 REDUCED 118,041 -7,663 -6.1% 2.15% $73.3M $615.21
2025 Q1 ADDED 125,704 +1,317 +1.1% 2.23% $70.6M $555.02
83 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    IVV price (monthly, adj. close)

Other funds also holding IVV

As of 2025 Q4 — sorted by position size

Conrad N. Hilton Foundation 3Y 7Y 100.0% 26North Partners LP 3Y 100.0% SWISS RE LTD 3Y 7Y 99.26% GENWORTH FINANCIAL INC 3Y 7Y 92.41% UNC Management Company, Inc. 3Y 80.71% Michael & Susan Dell Foundation 3Y 7Y 75.69% FINANCIAL COUNSELORS INC 3Y 7Y 74.09% GR FINANCIAL GROUP, LLC 70.89% MKP Capital Management, L.L.C. 3Y 7Y 68.04% UNIVERSITY OF CHICAGO 3Y 7Y 64.86%
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