IVV ISHARES CORE S&P 500 ETF

Ownership history in Harfst & Associates, Inc.  ·  42 quarters on record

AI Ownership Summary

Harfst & Associates, Inc. reported ISHARES CORE S&P 500 ETF (IVV) in 42 quarterly 13F filings from 2023 Q3 through 2025 Q4. Peak portfolio weight reached 14.34% in 2024 Q2. The latest visible filing shows IVV at 12.78% 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 IVV ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Harfst & Associates, Inc.'s position in ISHARES CORE S&P 500 ETF, 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 12.78% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
14.34% 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
2023 Q3 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 Harfst & Associates, Inc. held IVV — position size vs. price
% of Fund (quarterly)    IVV price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 9 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 103,484 -2,417 -2.3% 12.78% $70.9M 2026-02-14 (Est.) $682.94
2025 Q3 REDUCED 105,901 -693 -0.7% 13.07% $70.9M 2025-10-23 $670.80
2025 Q2 REDUCED 106,594 -1,647 -1.5% 13.65% $66.2M 2025-08-13 $642.17
2025 Q1 ADDED 108,241 +2,801 +2.7% 14.06% $60.8M 2025-05-13 $582.72
2024 Q4 REDUCED 105,440 -967 -0.9% 12.93% $62.1M 2025-02-05 $597.88
2024 Q3 REDUCED 106,407 -6,058 -5.4% 13.79% $61.4M 2024-10-18 $576.45
2024 Q2 ADDED 112,465 +3,987 +3.7% 14.34% $61.5M 2024-08-01 $533.73
2023 Q4 REDUCED 108,478 -768 -0.7% 13.68% $51.8M 2024-02-07 $486.12
2023 Q3 ADDED 109,246 +1,633 +1.5% 13.17% $46.9M 2023-11-07 $424.55
33 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About Harfst & Associates, Inc. and IVV

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

How long has Harfst & Associates, Inc. reported owning IVV?

Harfst & Associates, Inc. reported IVV across 9 quarterly 13F filings, from 2023 Q3 through 2025 Q4.

What was the largest reported IVV position in Harfst & Associates, Inc.'s portfolio?

The largest reported portfolio weight for IVV was 14.34% in 2024 Q2.

What is the latest reported IVV position on this page?

The most recent filing on this page is 2025 Q4, when Harfst & Associates, Inc. reported 103,484 shares, equal to 12.78% of portfolio, with an estimated market value of $70.9M.

What does the chart on this IVV ownership page compare?

The chart compares Harfst & Associates, Inc.'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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