IVV ISHARES TR

Ownership history in RPTC Inc.  ·  34 quarters on record

This page tracks every 13F SEC filing in which RPTC 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
27.31% (2024 Q3)
Avg. % of fund
19.24%
First filed
2017 Q3
Last filed
2025 Q4
Quarters held
34
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 217,296 +714 +0.3% 24.99% $148.8M $683.12
2025 Q3 ADDED 216,582 +721 +0.3% 25.31% $145.0M $665.17
2025 Q2 ADDED 215,861 +365 +0.2% 23.56% $134.0M $615.21
2025 Q1 REDUCED 215,496 -2,807 -1.3% 24.32% $121.1M $555.02
30 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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