IVV ISHARES TR

Ownership history in Progeny 3, Inc.  ·  34 quarters on record

This page tracks every 13F SEC filing in which Progeny 3, Inc. 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
24.79% (2020 Q3)
Avg. % of fund
9.26%
First filed
2015 Q3
Last filed
2025 Q4
Quarters held
34
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 UNCHANGED 139,069 0% 5.13% $95.3M $683.12
2025 Q3 UNCHANGED 139,069 0% 4.80% $93.1M $665.17
2025 Q2 ADDED 139,069 +60,300 +76.6% 4.84% $86.3M $615.21
2025 Q1 UNCHANGED 78,769 0% 3.05% $44.3M $555.02
2024 Q4 UNCHANGED 78,769 0% 3.68% $46.4M $579.67
2024 Q3 UNCHANGED 78,769 0% 3.82% $45.4M $566.00
2024 Q2 UNCHANGED 78,769 0% 4.28% $43.1M $534.89
2024 Q1 REDUCED 78,769 -19,510 -19.9% 4.56% $41.4M $512.33
2023 Q4 UNCHANGED 98,279 0% 5.82% $46.9M $463.98
2023 Q3 UNCHANGED 98,279 0% 5.76% $42.2M $415.48
24 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    IVV price (monthly, adj. close)
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