L. Roy Papp & Associates, LLP IEV ISHARES TR

Ownership history in L. Roy Papp & Associates, LLP  ·  28 quarters on record

AI Ownership Summary

L. Roy Papp & Associates, LLP reported ISHARES TR (IEV) in 28 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.04% in 2026 Q1. The latest visible filing shows IEV at 0.04% 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 IEV ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was L. Roy Papp & Associates, LLP'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

IEV was reported at 0.04% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.04% in 2026 Q1

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 L. Roy Papp & Associates, LLP held IEV — position size vs. price
% of Fund (quarterly)    IEV 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 4,500 0% 0.04% $306K 2026-04-14 $72.72
2025 Q4 UNCHANGED 4,500 0% 0.03% $309K 2026-01-28 $71.88
2025 Q3 UNCHANGED 4,500 0% 0.03% $295K 2025-10-09 $65.04
2025 Q2 UNCHANGED 4,500 0% 0.03% $285K 2025-07-24 $63.44
2025 Q1 UNCHANGED 4,500 0% 0.03% $262K 2025-04-10 $53.44
2024 Q4 UNCHANGED 4,500 0% 0.03% $234K 2025-01-29 $53.72
2024 Q3 UNCHANGED 4,500 0% 0.03% $262K 2024-10-24 $54.14
2024 Q2 UNCHANGED 4,500 0% 0.03% $246K 2024-07-24 $53.16
2024 Q1 UNCHANGED 4,500 0% 0.03% $251K 2024-04-15 $50.72
2023 Q4 UNCHANGED 4,500 0% 0.03% $238K 2024-01-19 $48.54
18 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About L. Roy Papp & Associates, LLP and IEV

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

How long has L. Roy Papp & Associates, LLP reported owning IEV?

L. Roy Papp & Associates, LLP reported IEV across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported IEV position in L. Roy Papp & Associates, LLP's portfolio?

The largest reported portfolio weight for IEV was 0.04% in 2026 Q1.

What is the latest reported IEV position on this page?

The most recent filing on this page is 2026 Q1, when L. Roy Papp & Associates, LLP reported 4,500 shares, equal to 0.04% of portfolio, with an estimated market value of $306K.

What does the chart on this IEV ownership page compare?

The chart compares L. Roy Papp & Associates, LLP's quarterly IEV 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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