Kearns & Associates LLC IWV — ISHARES TR

Ownership history in Kearns & Associates LLC  ·  5 quarters on record

AI Ownership Summary

Kearns & Associates LLC reported ISHARES TR (IWV) in 5 quarterly 13F filings from 2025 Q3 through 2026 Q3. Peak portfolio weight reached 0.11% in 2025 Q3. The latest visible filing shows IWV at 0.11% 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 IWV 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 Q3

IWV was reported at 0.11% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.11% in 2025 Q3

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

Time in book
Holding Window
2025 Q3 to 2026 Q3

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 IWV — position size vs. price
% of Fund (quarterly)    IWV price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 5 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q3 UNCHANGED — — — 549 — 0% 0.11% $237K 2026-10-09 $440.97
2026 Q2 UNCHANGED — — — 549 — 0% 0.11% $234K 2026-07-23 $419.41
2026 Q1 UNCHANGED — — — 549 — 0% 0.11% $204K 2026-04-20 $402.12
2025 Q4 UNCHANGED — — — 549 — 0% 0.11% $212K 2026-01-08 $389.74
2025 Q3 INITIATED — — — 549 — — 0.11% $208K 2025-10-22 $376.06

FAQ About Kearns & Associates LLC and IWV

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 IWV?

Kearns & Associates LLC reported IWV across 5 quarterly 13F filings, from 2025 Q3 through 2026 Q3.

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

The largest reported portfolio weight for IWV was 0.11% in 2025 Q3.

What is the latest reported IWV position on this page?

The most recent filing on this page is 2026 Q3, when Kearns & Associates LLC reported 549 shares, equal to 0.11% of portfolio, with an estimated market value of $237K.

What does the chart on this IWV ownership page compare?

The chart compares Kearns & Associates LLC's quarterly IWV 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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