IVV β€” ISHARES TR

Ownership history in Gordian Advisors LLC  Β·  6 quarters on record

AI Ownership Summary

Gordian Advisors LLC reported ISHARES TR (IVV) in 6 quarterly 13F filings from 2024 Q1 through 2025 Q4. Peak portfolio weight reached 0.26% in 2024 Q2. The latest visible filing shows IVV at 0.15% 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.

What this IVV ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Gordian Advisors LLC'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
2025 Q4

IVV was reported at 0.15% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.26% in 2024 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q1 to 2025 Q4

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 Gordian Advisors LLC held IVV β€” position size vs. price
% of Fund (quarterly)    IVV price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 6 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 UNCHANGED 333 β€” 0% 0.15% $228K 2026-02-14 (Est.) $682.94
2025 Q3 ADDED 333 +1 +0.3% 0.15% $223K 2025-10-31 $681.00
2025 Q2 REDUCED 332 -168 -33.6% 0.15% $206K 2025-07-25 $634.20
2024 Q3 ADDED 500 +1 +0.2% 0.23% $288K 2024-10-30 $571.74
2024 Q2 UNCHANGED 499 β€” 0% 0.26% $273K 2024-08-07 $509.73
2024 Q1 INITIATED 499 β€” β€” 0.24% $262K 2024-04-24 $495.03

FAQ About Gordian Advisors LLC and IVV

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

How long has Gordian Advisors LLC reported owning IVV?

Gordian Advisors LLC reported IVV across 6 quarterly 13F filings, from 2024 Q1 through 2025 Q4.

What was the largest reported IVV position in Gordian Advisors LLC's portfolio?

The largest reported portfolio weight for IVV was 0.26% in 2024 Q2.

What is the latest reported IVV position on this page?

The most recent filing on this page is 2025 Q4, when Gordian Advisors LLC reported 333 shares, equal to 0.15% of portfolio, with an estimated market value of $228K.

What does the chart on this IVV ownership page compare?

The chart compares Gordian Advisors LLC's quarterly IVV 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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