IVV ISHARES TR

Ownership history in ETF Store, Inc.  ·  17 quarters on record

This page tracks every 13F SEC filing in which ETF Store, 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
20.05% (2024 Q2)
Avg. % of fund
17.6%
First filed
2021 Q4
Last filed
2025 Q4
Quarters held
17
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 21,952 -351 -1.6% 15.34% $15.0M $683.12
2025 Q3 REDUCED 22,303 -206 -0.9% 15.83% $14.9M $665.17
2025 Q2 REDUCED 22,509 -340 -1.5% 16.19% $14.0M $615.21
2025 Q1 REDUCED 22,849 -1,486 -6.1% 15.75% $12.8M $555.02
2024 Q4 REDUCED 24,335 -7,976 -24.7% 17.77% $14.3M $579.67
2024 Q3 REDUCED 32,311 -3,209 -9.0% 19.19% $18.6M $566.00
2024 Q2 REDUCED 35,520 -28,248 -44.3% 20.05% $19.4M $534.89
2024 Q1 ADDED 63,768 +1,512 +2.4% 19.13% $33.5M $512.33
2023 Q4 ADDED 62,256 +624 +1.0% 19.21% $29.7M $463.98
2023 Q3 ADDED 61,632 +2,012 +3.4% 19.06% $26.6M $415.48
7 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    IVV price (monthly, adj. close)
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