IQLT ISHARES EDGE MSCI INTL QUALITY

Ownership history in LVM CAPITAL MANAGEMENT LTD/MI  ·  24 quarters on record

AI Ownership Summary

LVM CAPITAL MANAGEMENT LTD/MI reported ISHARES EDGE MSCI INTL QUALITY (IQLT) in 24 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 1.74% in 2026 Q1. The latest visible filing shows IQLT at 1.74% 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 IQLT ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was LVM CAPITAL MANAGEMENT LTD/MI's position in ISHARES EDGE MSCI INTL QUALITY, 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

IQLT was reported at 1.74% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.74% 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 LVM CAPITAL MANAGEMENT LTD/MI held IQLT — position size vs. price
% of Fund (quarterly)    IQLT price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 10 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED 400,012 +142,551 +55.4% 1.74% $18.5M 2026-05-15 (Est.) $46.77
2025 Q4 ADDED 257,461 +9,022 +3.6% 1.09% $11.7M 2026-01-12 $47.10
2025 Q3 ADDED 248,439 +8,550 +3.6% 1.06% $11.0M 2025-10-09 $44.09
2025 Q2 ADDED 239,889 +15,654 +7.0% 1.08% $10.4M 2025-07-02 $42.79
2025 Q1 ADDED 224,235 +8,457 +3.9% 0.99% $8.9M 2025-04-08 $35.05
2024 Q4 ADDED 215,778 +189,273 +714.1% 0.86% $8.0M 2025-01-10 $36.19
2024 Q3 UNCHANGED 26,505 0% 0.12% $1.0M 2024-10-03 $39.36
2024 Q2 ADDED 26,505 +2,586 +10.8% 0.12% $1.0M 2024-07-16 $38.88
2024 Q1 ADDED 23,919 +685 +2.9% 0.11% $949K 2024-04-15 $36.32
2023 Q4 REDUCED 23,234 -190 -0.8% 0.11% $873K 2024-01-12 $35.22
14 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About LVM CAPITAL MANAGEMENT LTD/MI and IQLT

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

How long has LVM CAPITAL MANAGEMENT LTD/MI reported owning IQLT?

LVM CAPITAL MANAGEMENT LTD/MI reported IQLT across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported IQLT position in LVM CAPITAL MANAGEMENT LTD/MI's portfolio?

The largest reported portfolio weight for IQLT was 1.74% in 2026 Q1.

What is the latest reported IQLT position on this page?

The most recent filing on this page is 2026 Q1, when LVM CAPITAL MANAGEMENT LTD/MI reported 400,012 shares, equal to 1.74% of portfolio, with an estimated market value of $18.5M.

What does the chart on this IQLT ownership page compare?

The chart compares LVM CAPITAL MANAGEMENT LTD/MI's quarterly IQLT 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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