IXUS ISHARES CORE INTERNATIONAL STO

Ownership history in LVM CAPITAL MANAGEMENT LTD/MI  ·  26 quarters on record

AI Ownership Summary

LVM CAPITAL MANAGEMENT LTD/MI reported ISHARES CORE INTERNATIONAL STO (IXUS) in 26 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.5% in 2026 Q1. The latest visible filing shows IXUS at 0.50% 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 IXUS 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 CORE INTERNATIONAL STO, 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

IXUS was reported at 0.50% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.5% 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 IXUS — position size vs. price
% of Fund (quarterly)    IXUS 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 REDUCED 61,118 -2,047 -3.2% 0.50% $5.3M 2026-05-15 (Est.) $91.49
2025 Q4 ADDED 63,165 +2,854 +4.7% 0.50% $5.3M 2026-01-12 $88.08
2025 Q3 ADDED 60,311 +1,875 +3.2% 0.48% $5.0M 2025-10-09 $81.57
2025 Q2 REDUCED 58,436 -1,075 -1.8% 0.47% $4.5M 2025-07-02 $76.24
2025 Q1 REDUCED 59,511 -4,755 -7.4% 0.46% $4.2M 2025-04-08 $60.28
2024 Q4 ADDED 64,266 +2,646 +4.3% 0.46% $4.3M 2025-01-10 $63.14
2024 Q3 UNCHANGED 61,620 0% 0.47% $4.2M 2024-10-03 $68.30
2024 Q2 ADDED 61,620 +3,960 +6.9% 0.47% $4.2M 2024-07-16 $66.72
2024 Q1 UNCHANGED 57,660 0% 0.46% $3.9M 2024-04-15 $61.61
2023 Q4 UNCHANGED 57,660 0% 0.48% $3.7M 2024-01-12 $60.16
16 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About LVM CAPITAL MANAGEMENT LTD/MI and IXUS

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 IXUS?

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

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

The largest reported portfolio weight for IXUS was 0.50% in 2026 Q1.

What is the latest reported IXUS position on this page?

The most recent filing on this page is 2026 Q1, when LVM CAPITAL MANAGEMENT LTD/MI reported 61,118 shares, equal to 0.50% of portfolio, with an estimated market value of $5.3M.

What does the chart on this IXUS ownership page compare?

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