KIRR MARBACH & CO LLC /IN/ IVV β€” ISHARES TR

Ownership history in KIRR MARBACH & CO LLC /IN/  Β·  3 quarters on record

AI Ownership Summary

KIRR MARBACH & CO LLC /IN/ reported ISHARES TR (IVV) in 3 quarterly 13F filings from 2025 Q3 through 2026 Q1. Peak portfolio weight reached 0.09% in 2025 Q4. The latest visible filing shows IVV at 0.08% 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 KIRR MARBACH & CO LLC /IN/'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 0.08% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.09% in 2025 Q4

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 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 KIRR MARBACH & CO LLC /IN/ 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 3 quarters  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 UNCHANGED β€” β€” β€” 654 β€” 0% 0.08% $427K 2026-04-17 $713.36
2025 Q4 UNCHANGED β€” β€” β€” 654 β€” 0% 0.09% $448K 2026-01-26 $694.04
2025 Q3 INITIATED β€” β€” β€” 654 β€” β€” 0.08% $438K 2025-11-14 (Est.) $671.14

FAQ About KIRR MARBACH & CO LLC /IN/ and IVV

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

How long has KIRR MARBACH & CO LLC /IN/ reported owning IVV?

KIRR MARBACH & CO LLC /IN/ reported IVV across 3 quarterly 13F filings, from 2025 Q3 through 2026 Q1.

What was the largest reported IVV position in KIRR MARBACH & CO LLC /IN/'s portfolio?

The largest reported portfolio weight for IVV was 0.09% in 2025 Q4.

What is the latest reported IVV position on this page?

The most recent filing on this page is 2026 Q1, when KIRR MARBACH & CO LLC /IN/ reported 654 shares, equal to 0.08% of portfolio, with an estimated market value of $427K.

What does the chart on this IVV ownership page compare?

The chart compares KIRR MARBACH & CO LLC /IN/'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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