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
2024 Q4 ADDED 218,303 +419 +0.2% 26.18% $128.5M $579.67
2024 Q3 REDUCED 217,884 -7,367 -3.3% 27.31% $125.7M $566.00
2024 Q2 ADDED 225,251 +6,294 +2.9% 25.30% $123.3M $534.89
2024 Q1 REDUCED 218,957 -26,791 -10.9% 24.31% $115.1M $512.33
2023 Q4 ADDED 245,748 +1,360 +0.6% 25.19% $117.4M $463.98
2023 Q3 UNCHANGED 244,388 0% 26.68% $104.9M $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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