IVLU — ISHARES TR

Ownership history in High Probability Advisors, LLC  ·  6 quarters on record

This page tracks every 13F SEC filing in which High Probability Advisors, LLC reported a position in ISHARES TR (IVLU). 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
2.26% (2024 Q3)
Avg. % of fund
1.98%
First filed
2024 Q3
Last filed
2025 Q4
Quarters held
6
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 368,371 -2,949 -0.8% 1.87% $14.0M $38.05
2025 Q3 ADDED 371,320 +6,597 +1.8% 1.81% $13.2M $34.84
2025 Q2 REDUCED 364,723 -41,448 -10.2% 1.79% $12.0M $32.30
2025 Q1 REDUCED 406,171 -27,790 -6.4% 2.05% $12.3M $29.12
2 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    IVLU price (monthly, adj. close)

Other funds also holding IVLU

As of 2025 Q4 — sorted by position size

Farrow Financial, Inc. 6.16% Meridian Financial Partners LLC 3Y 7Y 5.15% INVENIO WEALTH PARTNERS LLC 4.84% IRONWOOD WEALTH MANAGEMENT, INC. 3Y 4.6% Armbruster Capital Management, Inc. 3Y 7Y 4.44% Freedom Investment Management, Inc. 3Y 7Y 3.76% Cobblestone Asset Management LLC 3.74% RHS Financial, LLC 3Y 7Y 3.49% Alliance Wealth Advisors, LLC /UT 3Y 3.12% AdvisorShares Investments LLC 3Y 2.92%
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