IGV β€” ISHARES TR

Ownership history in Sharper & Granite LLC  Β·  14 quarters on record

AI Ownership Summary

Sharper & Granite LLC reported ISHARES TR (IGV) in 14 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 1.51% in 2025 Q3. The latest visible filing shows IGV at 1.10% 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 IGV ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Sharper & Granite 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
2026 Q1

IGV was reported at 1.10% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.51% in 2025 Q3

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

Time in book
Holding Window
2023 Q4 to 2026 Q1

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 Sharper & Granite LLC held IGV β€” position size vs. price
% of Fund (quarterly)    IGV price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 10 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED 40,195 +1,790 +4.7% 1.10% $3.2M 2026-04-08 $79.75
2025 Q4 ADDED 38,405 +1,750 +4.8% 1.43% $4.1M 2026-01-27 $97.76
2025 Q3 ADDED 36,655 +13,980 +61.7% 1.51% $4.2M 2025-10-16 $112.80
2025 Q2 ADDED 22,675 +2,965 +15.0% 0.94% $2.5M 2025-07-31 $111.66
2025 Q1 REDUCED 19,710 -1,210 -5.8% 0.72% $1.8M 2025-04-30 $96.07
2024 Q4 ADDED 20,920 +610 +3.0% 0.92% $2.1M 2025-01-14 $97.41
2024 Q3 REDUCED 20,310 -340 -1.6% 0.81% $1.8M 2024-10-31 $91.26
2024 Q2 ADDED 20,650 +1,120 +5.7% 0.86% $1.8M 2024-08-12 $81.94
2024 Q1 ADDED 19,530 +15,700 +409.9% 0.79% $1.6M 2024-04-18 $79.50
2023 Q4 REDUCED 3,830 -80 -2.0% 0.80% $1.6M 2024-01-19 $83.67
4 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

FAQ About Sharper & Granite LLC and IGV

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

How long has Sharper & Granite LLC reported owning IGV?

Sharper & Granite LLC reported IGV across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported IGV position in Sharper & Granite LLC's portfolio?

The largest reported portfolio weight for IGV was 1.51% in 2025 Q3.

What is the latest reported IGV position on this page?

The most recent filing on this page is 2026 Q1, when Sharper & Granite LLC reported 40,195 shares, equal to 1.10% of portfolio, with an estimated market value of $3.2M.

What does the chart on this IGV ownership page compare?

The chart compares Sharper & Granite LLC's quarterly IGV 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.

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