IVV ISHARES TR

Ownership history in Destiny Capital Corp/CO  ·  12 quarters on record

AI Ownership Summary

Destiny Capital Corp/CO reported ISHARES TR (IVV) in 12 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 14.02% in 2025 Q3. The latest visible filing shows IVV at 14.01% 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 Destiny Capital Corp/CO'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 14.01% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
14.02% in 2025 Q3

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 Destiny Capital Corp/CO held IVV — position size vs. price
% of Fund (quarterly)    IVV price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 9 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 39,755 +1,333 +3.5% 14.01% $27.2M 2026-02-14 (Est.) $682.94
2025 Q3 ADDED 38,422 +2,445 +6.8% 14.02% $25.7M 2025-10-31 $681.00
2025 Q2 ADDED 35,977 +2,615 +7.8% 13.47% $22.3M 2025-08-06 $629.97
2025 Q1 ADDED 33,362 +2,488 +8.1% 12.78% $18.7M 2025-04-16 $521.67
2024 Q4 ADDED 30,874 +634 +2.1% 11.03% $18.2M 2025-01-31 $595.41
2024 Q3 ADDED 30,240 +3,233 +12.0% 10.73% $17.3M 2024-11-06 $582.74
2024 Q2 ADDED 27,007 +71 +0.3% 10.10% $14.8M 2024-08-13 $532.74
2024 Q1 ADDED 26,936 +594 +2.3% 9.87% $14.2M 2024-05-06 $505.96
2023 Q4 ADDED 26,342 +3,509 +15.4% 8.78% $12.6M 2024-02-12 $489.00
3 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About Destiny Capital Corp/CO and IVV

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

How long has Destiny Capital Corp/CO reported owning IVV?

Destiny Capital Corp/CO reported IVV across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported IVV position in Destiny Capital Corp/CO's portfolio?

The largest reported portfolio weight for IVV was 14.02% in 2025 Q3.

What is the latest reported IVV position on this page?

The most recent filing on this page is 2025 Q4, when Destiny Capital Corp/CO reported 39,755 shares, equal to 14.01% of portfolio, with an estimated market value of $27.2M.

What does the chart on this IVV ownership page compare?

The chart compares Destiny Capital Corp/CO'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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