GVI ISHARES TR

Ownership history in MITCHELL SINKLER & STARR/PA  ·  25 quarters on record

AI Ownership Summary

MITCHELL SINKLER & STARR/PA reported ISHARES TR (GVI) in 25 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.58% in 2025 Q2. The latest visible filing shows GVI at 0.56% 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 GVI ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was MITCHELL SINKLER & STARR/PA'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

GVI was reported at 0.56% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.58% in 2025 Q2

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 MITCHELL SINKLER & STARR/PA held GVI — position size vs. price
% of Fund (quarterly)    GVI price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 UNCHANGED 11,425 0% 0.56% $1.2M 2026-04-13 $106.76
2025 Q4 UNCHANGED 11,425 0% 0.55% $1.2M 2026-02-11 $106.80
2025 Q3 UNCHANGED 11,425 0% 0.55% $1.2M 2025-11-04 $105.71
2025 Q2 ADDED 11,425 +2,160 +23.3% 0.58% $1.2M 2025-07-25 $103.54
2025 Q1 UNCHANGED 9,265 0% 0.27% $982K 2025-05-07 $102.49
2024 Q4 REDUCED 9,265 -2,265 -19.6% 0.26% $966K 2025-02-12 $99.92
2024 Q3 ADDED 11,530 +2,265 +24.4% 0.25% $992K 2024-11-13 $99.42
2024 Q2 UNCHANGED 9,265 0% 0.25% $961K 2024-08-07 $99.67
2024 Q1 UNCHANGED 9,265 0% 0.24% $963K 2024-04-30 $95.40
2023 Q4 UNCHANGED 9,265 0% 0.18% $971K 2024-02-12 $96.45
15 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About MITCHELL SINKLER & STARR/PA and GVI

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

How long has MITCHELL SINKLER & STARR/PA reported owning GVI?

MITCHELL SINKLER & STARR/PA reported GVI across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported GVI position in MITCHELL SINKLER & STARR/PA's portfolio?

The largest reported portfolio weight for GVI was 0.58% in 2025 Q2.

What is the latest reported GVI position on this page?

The most recent filing on this page is 2026 Q1, when MITCHELL SINKLER & STARR/PA reported 11,425 shares, equal to 0.56% of portfolio, with an estimated market value of $1.2M.

What does the chart on this GVI ownership page compare?

The chart compares MITCHELL SINKLER & STARR/PA's quarterly GVI 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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