IVE — ISHARES

Ownership history in SMITH, MOORE & CO.  ·  49 quarters on record

This page tracks every 13F SEC filing in which SMITH, MOORE & CO. reported a position in ISHARES (IVE). 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
6.56% (2014 Q2)
Avg. % of fund
4.12%
First filed
2013 Q4
Last filed
2025 Q4
Quarters held
49
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 200,090 +2,303 +1.2% 3.21% $42.4M $211.29
2025 Q3 REDUCED 197,787 -328 -0.2% 3.13% $40.8M $204.79
2025 Q2 REDUCED 198,115 -3,279 -1.6% 3.25% $38.7M $192.97
2025 Q1 ADDED 201,394 +2,665 +1.3% 3.55% $38.4M $187.40
45 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    IVE price (monthly, adj. close)

Other funds also holding IVE

As of 2025 Q4 — sorted by position size

Foundation Wealth Management, LLC 3Y 25.38% LPWM LLC 3Y 17.62% LVZ, Inc. 3Y 7Y 14.04% Thoma Capital Management LLC 13.46% ENCOMPASS WEALTH ADVISORS, LLC 3Y 12.44% hemming& Wealth Management, Inc. 12.4% Powell Investment Advisors, LLC 3Y 11.36% Michelson Medical Research Foundation, Inc. 3Y 11.03% FINANCIAL LIFE ADVISORS 3Y 7Y 10.87% SOFI WEALTH, LLC 3Y 10.32%
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