IVV — ISHARES TR

Ownership history in Forefront Analytics, LLC  ·  30 quarters on record

This page tracks every 13F SEC filing in which Forefront Analytics, 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
5.77% (2018 Q4)
Avg. % of fund
3.22%
First filed
2017 Q4
Last filed
2025 Q4
Quarters held
30
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 4,707 +661 +16.3% 2.85% $3.2M $683.12
2025 Q3 REDUCED 4,046 -535 -11.7% 2.61% $2.7M $665.17
2025 Q1 REDUCED 4,581 -30 -0.7% 2.96% $2.6M $555.02
2024 Q4 REDUCED 4,611 -298 -6.1% 1.26% $2.7M $579.67
26 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%
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