IVV ISHARES TR

Ownership history in POSTROCK PARTNERS LLC  ·  5 quarters on record

This page tracks every 13F SEC filing in which POSTROCK PARTNERS 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.

Peak position
4.99% (2025 Q4)
Avg. % of fund
4.76%
First filed
2024 Q4
Last filed
2025 Q4
Quarters held
5
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 16,755 +334 +2.0% 4.99% $11.5M $683.12
2025 Q3 UNCHANGED 16,421 0% 4.86% $11.0M $665.17
2025 Q2 REDUCED 16,421 -29 -0.2% 4.88% $10.2M $615.21
2025 Q1 ADDED 16,450 +621 +3.9% 4.57% $9.2M $555.02
1 older quarter hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    IVV price (monthly, adj. close)
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