Ownership history in Kooman & Associates · 13 quarters on record
This page tracks every 13F SEC filing in which Kooman & Associates reported a position in ISHARES TR (IVV). 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.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | ADDED | 20,823 | +40 | +0.2% | 4.22% | $14.3M | $683.12 |
| 2025 Q3 | ADDED | 20,783 | +129 | +0.6% | 4.29% | $13.9M | $665.17 |
| 2025 Q2 | REDUCED | 20,654 | -434 | -2.1% | 4.33% | $12.8M | $615.21 |
| 2025 Q1 | REDUCED | 21,088 | -353 | -1.6% | 4.35% | $11.8M | $555.02 |
As of 2025 Q4 — sorted by position size