Ownership history in DRIVE WEALTH MANAGEMENT, LLC · 14 quarters on record
This page tracks every 13F SEC filing in which DRIVE WEALTH MANAGEMENT, LLC 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.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | REDUCED | 40,883 | -1,852 | -4.3% | 5.47% | $28.0M | $683.12 |
| 2025 Q3 | REDUCED | 42,735 | -3,589 | -7.7% | 6.06% | $28.6M | $665.17 |
| 2025 Q2 | REDUCED | 46,324 | -1,078 | -2.3% | 6.30% | $28.8M | $615.21 |
| 2025 Q1 | REDUCED | 47,402 | -3,377 | -6.7% | 6.26% | $26.6M | $555.02 |
| 2024 Q4 | REDUCED | 50,779 | -7,976 | -13.6% | 7.33% | $29.9M | $579.67 |
| 2024 Q3 | ADDED | 58,755 | +433 | +0.7% | 8.82% | $33.9M | $566.00 |
| 2024 Q2 | ADDED | 58,322 | +4,612 | +8.6% | 8.61% | $31.9M | $534.89 |
| 2024 Q1 | ADDED | 53,710 | +9,674 | +22.0% | 7.91% | $28.2M | $512.33 |
| 2023 Q4 | ADDED | 44,036 | +11,944 | +37.2% | 6.78% | $21.0M | $463.98 |
| 2023 Q3 | ADDED | 32,092 | +9,277 | +40.7% | 5.05% | $13.8M | $415.48 |
As of 2025 Q4 — sorted by position size