IVV — ISHARES TR

Ownership history in StoneX Group Inc.  ·  31 quarters on record

This page tracks every 13F SEC filing in which StoneX Group Inc. 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.

Peak position
7.79% (2023 Q3)
Avg. % of fund
4.33%
First filed
2017 Q2
Last filed
2025 Q4
Quarters held
31
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 192,973 +7,988 +4.3% 5.74% $132.4M $683.12
2025 Q3 ADDED 184,985 +2,394 +1.3% 5.40% $123.8M $665.17
2025 Q2 ADDED 182,591 +7,658 +4.4% 5.51% $113.4M $615.21
2025 Q1 ADDED 174,933 +7,951 +4.8% 6.22% $98.3M $555.02
27 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    IVV price (monthly, adj. close)

Other funds also holding IVV

As of 2025 Q4 — sorted by position size

Conrad N. Hilton Foundation 3Y 7Y 100.0% 26North Partners LP 3Y 100.0% SWISS RE LTD 3Y 7Y 99.26% GENWORTH FINANCIAL INC 3Y 7Y 92.41% UNC Management Company, Inc. 3Y 80.71% Michael & Susan Dell Foundation 3Y 7Y 75.69% FINANCIAL COUNSELORS INC 3Y 7Y 74.09% GR FINANCIAL GROUP, LLC 70.89% MKP Capital Management, L.L.C. 3Y 7Y 68.04% UNIVERSITY OF CHICAGO 3Y 7Y 64.86%
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