Ownership history in Objective Capital Management, LLC · 15 quarters on record
This page tracks every 13F SEC filing in which Objective Capital Management, LLC reported a position in ISHARES TR (IVV). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | ADDED | 20,050 | +444 | +2.3% | 13.98% | $13.7M | $683.12 |
| 2025 Q3 | ADDED | 19,606 | +1,286 | +7.0% | 13.58% | $13.1M | $665.17 |
| 2025 Q2 | ADDED | 18,320 | +420 | +2.3% | 12.78% | $11.4M | $615.21 |
| 2025 Q1 | REDUCED | 17,900 | -6,953 | -28.0% | 12.83% | $10.1M | $555.02 |
| 2024 Q4 | REDUCED | 24,853 | -1,889 | -7.1% | 9.78% | $14.6M | $579.67 |
| 2024 Q3 | ADDED | 26,742 | +577 | +2.2% | 9.06% | $15.4M | $566.00 |
| 2024 Q1 | REDUCED | 26,165 | -199 | -0.8% | 9.29% | $13.8M | $512.33 |
| 2023 Q4 | ADDED | 26,364 | +1,103 | +4.4% | 9.60% | $12.6M | $463.98 |
| 2023 Q3 | ADDED | 25,261 | +575 | +2.3% | 9.62% | $10.8M | $415.48 |
| 2023 Q2 | REDUCED | 24,686 | -1,948 | -7.3% | 9.62% | $11.0M | $429.27 |
As of 2025 Q4 — sorted by position size