STONEHAVEN WEALTH & TAX SOLUTIONS, LLC IVV — ISHARES TR

Ownership history in STONEHAVEN WEALTH & TAX SOLUTIONS, LLC  ·  6 quarters on record

AI Ownership Summary

STONEHAVEN WEALTH & TAX SOLUTIONS, LLC reported ISHARES TR (IVV) in 6 quarterly 13F filings from 2024 Q4 through 2026 Q2. Peak portfolio weight reached 2.19% in 2024 Q4. The latest visible filing shows IVV at 0.23% 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.

What this IVV ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was STONEHAVEN WEALTH & TAX SOLUTIONS, 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 Q2

IVV was reported at 0.23% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
2.19% in 2024 Q4

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

Time in book
Holding Window
2024 Q4 to 2026 Q2

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.

IVV stock page STONEHAVEN WEALTH & TAX SOLUTIONS, LLC fund profile STONEHAVEN WEALTH & TAX SOLUTIONS, LLC full holdings
How STONEHAVEN WEALTH & TAX SOLUTIONS, LLC held IVV — position size vs. price
% of Fund (quarterly)    IVV price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 6 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 ADDED — — — 377 +60 +18.9% 0.23% $282K 2026-08-06 $772.13
2025 Q4 REDUCED 8.9% -4.4% ✅ 317 -31 -8.9% 0.20% $217K 2026-01-23 $688.55
2025 Q3 REDUCED 15.7% +3.6% ❌ 348 -65 -15.7% 0.22% $233K 2025-11-13 $669.48
2025 Q2 REDUCED 25.5% +7.7% ❌ 413 -141 -25.5% 0.25% $256K 2025-08-14 $640.47
2025 Q1 REDUCED 83.8% +10.8% ❌ 554 -2,857 -83.8% 0.33% $311K 2025-05-15 $584.35
2024 Q4 INITIATED — — — 3,411 — — 2.19% $2.0M 2025-02-13 $601.68

🏢 Other funds also holding IVV

As of 2026 Q2 — sorted by position size

26North Partners LP 3Y 100.0% Conrad N. Hilton Foundation 3Y 7Y 94.61% GENWORTH FINANCIAL INC 3Y 7Y 92.66% SWISS RE LTD 3Y 7Y 89.71% FINANCIAL COUNSELORS INC 3Y 7Y 80.38% UNC Management Company, Inc. 3Y 73.37% Alaska Permanent Fund Corp 3Y 68.7% POTOMAC FUND MANAGEMENT INC /ADV 66.88% Michael & Susan Dell Foundation 3Y 7Y 62.96% Vestwell Advisors, LLC 60.02%

FAQ About STONEHAVEN WEALTH & TAX SOLUTIONS, LLC and IVV

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

How long has STONEHAVEN WEALTH & TAX SOLUTIONS, LLC reported owning IVV?

STONEHAVEN WEALTH & TAX SOLUTIONS, LLC reported IVV across 6 quarterly 13F filings, from 2024 Q4 through 2026 Q2.

What was the largest reported IVV position in STONEHAVEN WEALTH & TAX SOLUTIONS, LLC's portfolio?

The largest reported portfolio weight for IVV was 2.19% in 2024 Q4.

What is the latest reported IVV position on this page?

The most recent filing on this page is 2026 Q2, when STONEHAVEN WEALTH & TAX SOLUTIONS, LLC reported 377 shares, equal to 0.23% of portfolio, with an estimated market value of $282K.

What does the chart on this IVV ownership page compare?

The chart compares STONEHAVEN WEALTH & TAX SOLUTIONS, LLC's quarterly IVV 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.

How well did STONEHAVEN WEALTH & TAX SOLUTIONS, LLC time their IVV position?

Based on 13F filing dates vs. subsequent IVV price moves, STONEHAVEN WEALTH & TAX SOLUTIONS, LLC correctly timed 0 out of 5 reported position changes (0%). The annualised alpha on IVV relative to SPY over the holding period was +138.5%.

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