Ownership history in Smartleaf Asset Management LLC · 9 quarters on record
This page tracks every 13F SEC filing in which Smartleaf Asset Management LLC 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.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | ADDED | 125,817 | +90,077 | +252.0% | 3.29% | $86.8M | $683.12 |
| 2025 Q3 | ADDED | 35,740 | +12,809 | +55.9% | 1.47% | $23.8M | $665.17 |
| 2025 Q2 | ADDED | 22,931 | +10,050 | +78.0% | 1.25% | $14.2M | $615.21 |
| 2025 Q1 | ADDED | 12,881 | +120 | +0.9% | 0.69% | $7.2M | $555.02 |
| 2024 Q4 | ADDED | 12,761 | +259 | +2.1% | 0.77% | $7.5M | $579.67 |
| 2024 Q3 | ADDED | 12,502 | +1,133 | +10.0% | 0.87% | $7.2M | $566.00 |
| 2024 Q2 | ADDED | 11,369 | +146 | +1.3% | 1.02% | $6.2M | $534.89 |
| 2024 Q1 | ADDED | 11,223 | +4,531 | +67.7% | 1.27% | $5.3M | $512.33 |
| 2023 Q4 | INITIATED | 6,692 | — | — | 0.86% | $3.2M | — |
As of 2025 Q4 — sorted by position size