IDV — ISHARES TR

Ownership history in SMITH, MOORE & CO.  ·  4 quarters on record

This page tracks every 13F SEC filing in which SMITH, MOORE & CO. reported a position in ISHARES TR (IDV). 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
0.06% (2018 Q3)
Avg. % of fund
0.04%
First filed
2018 Q2
Last filed
2025 Q3
Quarters held
4
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 ADDED 6,313 +54 +0.9% 0.02% $231K $35.83
2025 Q2 REDUCED 6,259 -1,520 -19.5% 0.02% $216K $33.48
2018 Q3 ADDED 7,779 +700 +9.9% 0.06% $254K $20.65
2018 Q2 INITIATED 7,079 — — 0.06% $227K —
% of Fund (quarterly)    IDV price (monthly, adj. close)

Other funds also holding IDV

As of 2025 Q4 — sorted by position size

URS Advisory LLC 5.85% Eagle Bluffs Wealth Management LLC 3Y 5.59% Johnson & White Wealth Management, LLC 3Y 4.58% Chicago Wealth Management, Inc. 3Y 4.47% FORTE ASSET MANAGEMENT LLC 3Y 3.45% COWA, LLC 3Y 3.28% BAROMETER CAPITAL MANAGEMENT INC. 3Y 7Y 3.08% Winthrop Partners - WNY, LLC 3Y 7Y 2.33% GDS Wealth Management 3Y 2.2% VIEWPOINT INVESTMENT PARTNERS CORP 3Y 7Y 2.12%
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