IVV iShares Core S&P 500 ETF

Ownership history in ROGCO, LP  ·  10 quarters on record

This page tracks every 13F SEC filing in which ROGCO, LP reported a position in iShares Core S&P 500 ETF (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
20.76% (2025 Q3)
Avg. % of fund
19.6%
First filed
2023 Q3
Last filed
2025 Q4
Quarters held
10
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 91,429 +3,126 +3.5% 20.74% $62.6M $683.12
2025 Q3 ADDED 88,303 +2,787 +3.3% 20.76% $59.1M $665.17
2025 Q2 REDUCED 85,516 -810 -0.9% 20.00% $53.1M $615.21
2025 Q1 ADDED 86,326 +2,715 +3.2% 19.43% $48.5M $555.02
6 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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