IVLU ISHARES TR

Ownership history in Foster Group, Inc.  ·  20 quarters on record

AI Ownership Summary

Foster Group, Inc. reported ISHARES TR (IVLU) in 20 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.46% in 2025 Q1. The latest visible filing shows IVLU at 0.43% 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. Older history is available after unlock; the visible window still shows the most recent pattern.

What this IVLU ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Foster Group, 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
2026 Q1

IVLU was reported at 0.43% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.46% in 2025 Q1

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 2026 Q1

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 Foster Group, Inc. held IVLU — position size vs. price
% of Fund (quarterly)    IVLU price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED 366,792 -18,136 -4.7% 0.43% $14.6M 2026-04-13 $41.81
2025 Q4 ADDED 384,928 +3,628 +1.0% 0.44% $14.6M 2026-01-12 $39.31
2025 Q3 REDUCED 381,300 -21,342 -5.3% 0.42% $13.5M 2025-10-14 $34.63
2025 Q2 REDUCED 402,642 -2,042 -0.5% 0.45% $13.2M 2025-07-14 $32.40
2025 Q1 REDUCED 404,684 -5,953 -1.4% 0.46% $12.3M 2025-04-11 $27.65
2024 Q4 ADDED 410,637 +44,882 +12.3% 0.42% $11.1M 2025-01-23 $26.81
2024 Q3 ADDED 365,755 +23,883 +7.0% 0.40% $10.8M 2024-10-07 $27.39
2024 Q2 ADDED 341,872 +21,788 +6.8% 0.37% $9.4M 2024-07-30 $26.67
2024 Q1 ADDED 320,084 +80,926 +33.8% 0.45% $9.0M 2024-04-09 $26.14
2023 Q4 UNCHANGED 239,158 0% 0.37% $6.1M 2024-02-01 $24.40
10 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About Foster Group, Inc. and IVLU

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

How long has Foster Group, Inc. reported owning IVLU?

Foster Group, Inc. reported IVLU across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported IVLU position in Foster Group, Inc.'s portfolio?

The largest reported portfolio weight for IVLU was 0.46% in 2025 Q1.

What is the latest reported IVLU position on this page?

The most recent filing on this page is 2026 Q1, when Foster Group, Inc. reported 366,792 shares, equal to 0.43% of portfolio, with an estimated market value of $14.6M.

What does the chart on this IVLU ownership page compare?

The chart compares Foster Group, Inc.'s quarterly IVLU 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.

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