IVW β€” ISHARES TR

Ownership history in Michael Brady & Co., LLC  Β·  2 quarters on record

AI Ownership Summary

Michael Brady & Co., LLC reported ISHARES TR (IVW) in 2 quarterly 13F filings from 2025 Q4 through 2026 Q1. Peak portfolio weight reached 0.26% in 2025 Q4. The latest visible filing shows IVW at 0.24% 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.

What this IVW ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Michael Brady & Co., LLC'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

IVW was reported at 0.24% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.26% in 2025 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 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 Michael Brady & Co., LLC held IVW β€” position size vs. price
% of Fund (quarterly)    IVW price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 2 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED 2,119 +2 +0.1% 0.24% $240K 2026-04-16 $126.58
2025 Q4 INITIATED 2,117 β€” β€” 0.26% $261K 2026-01-27 $125.37

FAQ About Michael Brady & Co., LLC and IVW

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

How long has Michael Brady & Co., LLC reported owning IVW?

Michael Brady & Co., LLC reported IVW across 2 quarterly 13F filings, from 2025 Q4 through 2026 Q1.

What was the largest reported IVW position in Michael Brady & Co., LLC's portfolio?

The largest reported portfolio weight for IVW was 0.26% in 2025 Q4.

What is the latest reported IVW position on this page?

The most recent filing on this page is 2026 Q1, when Michael Brady & Co., LLC reported 2,119 shares, equal to 0.24% of portfolio, with an estimated market value of $240K.

What does the chart on this IVW ownership page compare?

The chart compares Michael Brady & Co., LLC's quarterly IVW 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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