IVV ISHARES TR

Ownership history in GFS Advisors, LLC  ·  28 quarters on record

This page tracks every 13F SEC filing in which GFS Advisors, 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
2.58% (2025 Q1)
Avg. % of fund
0.68%
First filed
2013 Q2
Last filed
2025 Q4
Quarters held
28
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 21,755 -12 -0.1% 1.77% $14.9M $683.12
2025 Q3 REDUCED 21,767 -725 -3.2% 1.86% $14.6M $665.17
2025 Q2 REDUCED 22,492 -415 -1.8% 1.91% $14.0M $615.21
2025 Q1 ADDED 22,907 +6,815 +42.4% 2.58% $12.9M $555.02
2024 Q4 ADDED 16,092 +3,062 +23.5% 1.44% $9.5M $579.67
2024 Q3 REDUCED 13,030 -88,541 -87.2% 1.60% $7.5M $566.00
2024 Q2 ADDED 101,571 +93,981 +1238.2% 0.67% $4.2M $534.89
2024 Q1 UNCHANGED 7,590 0% 0.66% $4.0M $512.33
2023 Q4 ADDED 7,590 +180 +2.4% 0.53% $3.6M $463.98
2023 Q3 UNCHANGED 7,410 0% 0.49% $3.2M $415.48
18 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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