IGV — ISHARES TR

Ownership history in Laura & John Arnold Foundation  ·  1 quarter on record

This page tracks every 13F SEC filing in which Laura & John Arnold Foundation reported a position in ISHARES TR (IGV). 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.

Peak position
27.53% (2025 Q4)
Avg. % of fund
27.53%
First filed
2025 Q4
Last filed
2025 Q4
Quarters held
1
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 INITIATED 1,479,875 — — 27.53% $156.4M $105.69
% of Fund (quarterly)    IGV price (monthly, adj. close)

Other funds also holding IGV

As of 2025 Q4 — sorted by position size

Altus Wealth Management, LLC 3Y 4.09% SFI Advisors, LLC 3Y 3.92% Spruce Point Capital Management, LLC 3.74% COTTONWOOD CAPITAL ADVISORS, LLC 3Y 3.62% SP Asset Management LLC 3Y 3.49% Ebert Capital Management Inc. 2.93% Seven Springs Wealth Group, LLC 3Y 2.81% Black Swift Group, LLC 3Y 2.69% Silverleafe Capital Partners, LLC 3Y 7Y 2.43% MinichMacGregor Wealth Management, LLC 3Y 7Y 2.4%
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