IVW β€” ISHARES TR

Ownership history in Eaton-Cambridge Inc.  Β·  9 quarters on record

AI Ownership Summary

Eaton-Cambridge Inc. reported ISHARES TR (IVW) in 9 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 0.46% in 2023 Q4. The latest visible filing shows IVW at 0.39% 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.

What this IVW ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Eaton-Cambridge Inc.'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

IVW was reported at 0.39% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.46% in 2023 Q4

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 Eaton-Cambridge Inc. held IVW β€” position size vs. price
% of Fund (quarterly)    IVW price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 9 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 UNCHANGED 9,739 β€” 0% 0.39% $1.2M 2026-02-14 (Est.) $118.91
2025 Q3 UNCHANGED 9,739 β€” 0% 0.41% $1.2M 2025-11-13 $120.64
2025 Q2 UNCHANGED 9,739 β€” 0% 0.40% $1.1M 2025-08-14 $115.45
2025 Q1 UNCHANGED 9,739 β€” 0% 0.39% $904K 2025-05-13 $102.02
2024 Q4 UNCHANGED 9,739 β€” 0% 0.44% $989K 2025-01-22 $105.58
2024 Q3 UNCHANGED 9,739 β€” 0% 0.44% $933K 2024-10-21 $97.27
2024 Q2 REDUCED 9,739 -485 -4.7% 0.46% $901K 2024-07-17 $92.55
2024 Q1 UNCHANGED 10,224 β€” 0% 0.46% $863K 2024-05-15 $85.89
2023 Q4 INITIATED 10,224 β€” β€” 0.46% $768K 2024-02-13 $79.71

FAQ About Eaton-Cambridge Inc. and IVW

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

How long has Eaton-Cambridge Inc. reported owning IVW?

Eaton-Cambridge Inc. reported IVW across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported IVW position in Eaton-Cambridge Inc.'s portfolio?

The largest reported portfolio weight for IVW was 0.46% in 2023 Q4.

What is the latest reported IVW position on this page?

The most recent filing on this page is 2025 Q4, when Eaton-Cambridge Inc. reported 9,739 shares, equal to 0.39% of portfolio, with an estimated market value of $1.2M.

What does the chart on this IVW ownership page compare?

The chart compares Eaton-Cambridge Inc.'s quarterly IVW 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.

← Back to Eaton-Cambridge Inc. Holdings