Ownership history in SWS Partners · 24 quarters on record
This page tracks every 13F SEC filing in which SWS Partners reported a position in ISHARES CORE S&P 500 ETF (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.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | ADDED | 58,134 | +773 | +1.3% | 9.61% | $39.8M | $683.12 |
| 2025 Q3 | ADDED | 57,361 | +475 | +0.8% | 9.37% | $38.4M | $665.17 |
| 2025 Q2 | ADDED | 56,886 | +3,213 | +6.0% | 9.53% | $35.3M | $615.21 |
| 2025 Q1 | REDUCED | 53,673 | -1 | -0.0% | 9.57% | $31.6M | $555.02 |
As of 2025 Q4 — sorted by position size