IVW 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 (IVW). 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
1.62% (2018 Q4)
Avg. % of fund
0.85%
First filed
2017 Q2
Last filed
2025 Q4
Quarters held
31
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 189,895 -29,301 -13.4% 1.02% $23.4M $123.15
2025 Q3 REDUCED 219,196 -3,513 -1.6% 1.15% $26.5M $120.49
2025 Q2 REDUCED 222,709 -18,709 -7.7% 1.19% $24.5M $109.76
2025 Q1 ADDED 241,418 +3,179 +1.3% 1.42% $22.4M $92.44
2024 Q4 ADDED 238,239 +186,086 +356.8% 1.56% $24.2M $100.99
2024 Q3 REDUCED 52,153 -1,576 -2.9% 0.44% $5.0M $95.12
2024 Q2 ADDED 53,729 +1,133 +2.2% 0.49% $5.0M $91.79
2024 Q1 REDUCED 52,596 -6,305 -10.7% 0.49% $4.4M $83.69
2023 Q4 ADDED 58,901 +241 +0.4% 0.54% $4.4M $74.36
2023 Q3 ADDED 58,660 +4,212 +7.7% 0.55% $4.0M $67.55
21 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    IVW price (monthly, adj. close)
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