Objective Capital Management, LLC IVW — ISHARES TR

Ownership history in Objective Capital Management, LLC  ·  16 quarters on record

AI Ownership Summary

Objective Capital Management, LLC reported ISHARES TR (IVW) in 16 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 2.43% in 2023 Q4. The latest visible filing shows IVW at 0.58% 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 IVW ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Objective Capital Management, 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 0.58% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
2.43% in 2023 Q4

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.

IVW stock page Objective Capital Management, LLC fund profile Objective Capital Management, LLC full holdings
How Objective Capital Management, LLC held IVW — position size vs. price
% of Fund (quarterly)    IVW price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 9 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED — — — 5,053 +1 +0.0% 0.58% $572K 2026-05-04 $130.37
2025 Q4 ADDED — — — 5,052 +336 +7.1% 0.63% $623K 2026-02-04 $119.98
2025 Q3 UNCHANGED — — — 4,716 — 0% 0.59% $569K 2025-10-30 $124.16
2025 Q2 UNCHANGED — — — 4,716 — 0% 0.58% $519K 2025-08-14 $115.45
2025 Q1 REDUCED 79.5% +18.7% ❌ 4,716 -18,341 -79.5% 0.56% $438K 2025-05-07 $96.11
2024 Q4 REDUCED 41.9% -8.5% ✅ 23,057 -16,644 -41.9% 1.56% $2.3M 2025-03-18 $92.97
2024 Q3 REDUCED — — — 39,701 -337 -0.8% 2.23% $3.8M 2024-11-01 $95.17
2024 Q1 REDUCED 5.9% +10.5% ❌ 40,038 -2,495 -5.9% 2.28% $3.4M 2024-06-05 $88.21
2023 Q4 REDUCED 7.3% +12.7% ❌ 42,533 -3,371 -7.3% 2.43% $3.2M 2024-03-07 $82.95
7 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding IVW

As of 2026 Q1 — sorted by position size

Stegner Investment Associates Inc. 3Y 38.06% Foundation Wealth Management, LLC 3Y 25.84% ADG Wealth Management Group, LLC 19.19% hemming& Wealth Management, Inc. 17.89% MJT & Associates Financial Advisory Group, Inc. 15.8% ENCOMPASS WEALTH ADVISORS, LLC 3Y 14.65% American Wealth Advisors, LLC 14.58% LVZ, Inc. 3Y 7Y 13.52% INSTRUMENTAL WEALTH, LLC 13.08% FINANCIAL LIFE ADVISORS 3Y 7Y 12.72%

FAQ About Objective Capital Management, 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 Objective Capital Management, LLC reported owning IVW?

Objective Capital Management, LLC reported IVW across 9 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported IVW position in Objective Capital Management, LLC's portfolio?

The largest reported portfolio weight for IVW was 2.43% in 2023 Q4.

What is the latest reported IVW position on this page?

The most recent filing on this page is 2026 Q1, when Objective Capital Management, LLC reported 5,053 shares, equal to 0.58% of portfolio, with an estimated market value of $572K.

What does the chart on this IVW ownership page compare?

The chart compares Objective Capital Management, 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.

How well did Objective Capital Management, LLC time their IVW position?

Based on 13F filing dates vs. subsequent IVW price moves, Objective Capital Management, LLC correctly timed 5 out of 13 reported position changes (38%). The annualised alpha on IVW relative to SPY over the holding period was +1.9%.

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