IVV β€” ISHARES TR

Ownership history in Riverwater Partners LLC  Β·  5 quarters on record

AI Ownership Summary

Riverwater Partners LLC reported ISHARES TR (IVV) in 5 quarterly 13F filings from 2025 Q1 through 2025 Q4. Peak portfolio weight reached 2.81% in 2025 Q4. The latest visible filing shows IVV at 2.81% 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 IVV ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Riverwater Partners 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
2025 Q4

IVV was reported at 2.81% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
2.81% in 2025 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q1 to 2025 Q4

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.

How Riverwater Partners LLC held IVV β€” position size vs. price
% of Fund (quarterly)    IVV price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 4 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 10,605 +4,741 +80.8% 2.81% $7.3M 2026-02-14 (Est.) $682.94
2025 Q3 ADDED 5,864 +1,197 +25.6% 1.63% $3.9M 2025-10-31 $681.00
2025 Q2 ADDED 4,667 +707 +17.9% 1.36% $2.9M 2025-08-01 $618.93
2025 Q1 ADDED 3,960 +2,525 +176.0% 1.14% $2.2M 2025-04-21 $510.06
1 older quarter hidden  β€”  Sign in free or upgrade to Premium to see full history

FAQ About Riverwater Partners LLC and IVV

These are the practical questions this page is built to answer before you even open the full history table.

How long has Riverwater Partners LLC reported owning IVV?

Riverwater Partners LLC reported IVV across 4 quarterly 13F filings, from 2025 Q1 through 2025 Q4.

What was the largest reported IVV position in Riverwater Partners LLC's portfolio?

The largest reported portfolio weight for IVV was 2.81% in 2025 Q4.

What is the latest reported IVV position on this page?

The most recent filing on this page is 2025 Q4, when Riverwater Partners LLC reported 10,605 shares, equal to 2.81% of portfolio, with an estimated market value of $7.3M.

What does the chart on this IVV ownership page compare?

The chart compares Riverwater Partners LLC's quarterly IVV 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.

← Back to Riverwater Partners LLC Holdings