Ownership history in &PARTNERS · 28 quarters on record
This page tracks every 13F SEC filing in which &PARTNERS 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 | 774,856 | +55,394 | +7.7% | 2.78% | $531.0M | $683.12 |
| 2025 Q3 | ADDED | 719,462 | +121,644 | +20.3% | 3.06% | $477.8M | $665.17 |
| 2025 Q2 | ADDED | 597,818 | +62,875 | +11.8% | 2.85% | $371.8M | $615.21 |
| 2025 Q1 | ADDED | 534,943 | +149,358 | +38.7% | 3.18% | $299.1M | $555.02 |
As of 2025 Q4 — sorted by position size