IVV ISHARES TR

Ownership history in McDonough Capital Management, Inc  ·  12 quarters on record

AI Ownership Summary

McDonough Capital Management, Inc reported ISHARES TR (IVV) in 12 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 0.19% in 2025 Q1. The latest visible filing shows IVV at 0.17% 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 IVV ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was McDonough Capital Management, Inc'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
2025 Q4

IVV was reported at 0.17% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.19% in 2025 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 2025 Q4

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 McDonough Capital Management, Inc held IVV — position size vs. price
% of Fund (quarterly)    IVV price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 9 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 501 -29 -5.5% 0.17% $344K 2026-02-14 (Est.) $682.94
2025 Q3 UNCHANGED 530 0% 0.18% $355K 2025-11-14 $671.14
2025 Q2 UNCHANGED 530 0% 0.18% $330K 2025-08-11 $633.13
2025 Q1 ADDED 530 +66 +14.2% 0.19% $298K 2025-04-14 $534.89
2024 Q4 REDUCED 464 -2 -0.4% 0.17% $273K 2025-02-06 $600.07
2024 Q3 UNCHANGED 466 0% 0.19% $269K 2024-11-14 $585.05
2024 Q2 ADDED 466 +1 +0.2% 0.19% $255K 2024-08-13 $532.74
2024 Q1 UNCHANGED 465 0% 0.19% $244K 2024-05-15 $518.91
2023 Q4 ADDED 465 +1 +0.2% 0.19% $222K 2024-02-14 $486.73
3 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About McDonough Capital Management, Inc and IVV

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

How long has McDonough Capital Management, Inc reported owning IVV?

McDonough Capital Management, Inc reported IVV across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported IVV position in McDonough Capital Management, Inc's portfolio?

The largest reported portfolio weight for IVV was 0.19% in 2025 Q1.

What is the latest reported IVV position on this page?

The most recent filing on this page is 2025 Q4, when McDonough Capital Management, Inc reported 501 shares, equal to 0.17% of portfolio, with an estimated market value of $344K.

What does the chart on this IVV ownership page compare?

The chart compares McDonough Capital Management, Inc's quarterly IVV 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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