IVV — ISHARES TR

Ownership history in Donor Advised Charitable Giving, Inc.  ·  29 quarters on record

This page tracks every 13F SEC filing in which Donor Advised Charitable Giving, Inc. 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.

Peak position
3.67% (2024 Q1)
Avg. % of fund
0.42%
First filed
2018 Q2
Last filed
2025 Q4
Quarters held
29
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 4,813 +6 +0.1% 0.07% $3.3M $683.12
2025 Q3 REDUCED 4,807 -1,879 -28.1% 0.06% $3.2M $665.17
2025 Q2 ADDED 6,686 +275 +4.3% 0.09% $4.2M $615.21
2025 Q1 ADDED 6,411 +1,056 +19.7% 0.10% $3.6M $555.02
25 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%
← Back to Donor Advised Charitable Giving, Inc. Holdings