Kearns & Associates LLC IVV ISHARES TR

Ownership history in Kearns & Associates LLC  ·  18 quarters on record

AI Ownership Summary

Kearns & Associates LLC reported ISHARES TR (IVV) in 18 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.25% in 2024 Q2. The latest visible filing shows IVV at 0.21% 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 Kearns & Associates 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
2026 Q1

IVV was reported at 0.21% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.25% 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 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 Kearns & Associates LLC held IVV — position size vs. price
% of Fund (quarterly)    IVV price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 UNCHANGED 604 0% 0.21% $395K 2026-04-20 $712.09
2025 Q4 REDUCED 604 -1 -0.2% 0.21% $414K 2026-01-08 $690.71
2025 Q3 UNCHANGED 605 0% 0.21% $405K 2025-10-22 $667.02
2025 Q2 UNCHANGED 605 0% 0.22% $376K 2025-07-09 $621.29
2025 Q1 UNCHANGED 605 0% 0.22% $340K 2025-05-15 $585.92
2024 Q4 UNCHANGED 605 0% 0.23% $356K 2025-01-23 $603.32
2024 Q3 UNCHANGED 605 0% 0.23% $349K 2024-10-29 $573.59
2024 Q2 UNCHANGED 605 0% 0.25% $331K 2024-08-01 $533.73
2024 Q1 UNCHANGED 605 0% 0.25% $318K 2024-05-10 $510.05
2023 Q4 UNCHANGED 605 0% 0.25% $289K 2024-01-24 $473.68
8 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About Kearns & Associates 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 Kearns & Associates LLC reported owning IVV?

Kearns & Associates LLC reported IVV across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported IVV position in Kearns & Associates LLC's portfolio?

The largest reported portfolio weight for IVV was 0.25% in 2024 Q2.

What is the latest reported IVV position on this page?

The most recent filing on this page is 2026 Q1, when Kearns & Associates LLC reported 604 shares, equal to 0.21% of portfolio, with an estimated market value of $395K.

What does the chart on this IVV ownership page compare?

The chart compares Kearns & Associates 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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