IVV ISHARES TR

Ownership history in Quartz Partners, LLC  ·  6 quarters on record

This page tracks every 13F SEC filing in which Quartz 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
3.73% (2025 Q2)
Avg. % of fund
3.46%
First filed
2024 Q3
Last filed
2025 Q4
Quarters held
6
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 12,466 +370 +3.1% 3.18% $8.5M $683.12
2025 Q3 REDUCED 12,096 -1,041 -7.9% 2.93% $8.1M $665.17
2025 Q2 ADDED 13,137 +2,363 +21.9% 3.73% $8.2M $615.21
2025 Q1 ADDED 10,774 +939 +9.5% 3.68% $6.1M $555.02
2024 Q4 REDUCED 9,835 -396 -3.9% 3.52% $5.8M $579.67
2024 Q3 INITIATED 10,231 3.70% $5.9M $566.00
% of Fund (quarterly)    IVV price (monthly, adj. close)
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