IVV ISHARES TR

Ownership history in EWA, LLC  ·  12 quarters on record

This page tracks every 13F SEC filing in which EWA, 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.

Peak position
1.91% (2024 Q4)
Avg. % of fund
0.83%
First filed
2023 Q1
Last filed
2025 Q4
Quarters held
12
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 10,665 +6,152 +136.3% 1.78% $7.3M $683.12
2025 Q3 REDUCED 4,513 -31 -0.7% 0.84% $3.0M $665.17
2025 Q2 REDUCED 4,544 -4,070 -47.2% 0.89% $2.8M $615.21
2025 Q1 REDUCED 8,614 -31 -0.4% 1.80% $4.8M $555.02
2024 Q4 ADDED 8,645 +649 +8.1% 1.91% $5.1M $579.67
2024 Q3 ADDED 7,996 +7,348 +1134.0% 1.70% $4.8M $566.00
2024 Q2 ADDED 648 +1 +0.2% 0.15% $361K $534.89
2024 Q1 REDUCED 647 -30 -4.4% 0.15% $339K $512.33
2023 Q4 REDUCED 677 -76 -10.1% 0.16% $336K $463.98
2023 Q3 ADDED 753 +135 +21.8% 0.22% $333K $415.48
2 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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