ICVT ISHARES TR

Ownership history in Systelligence, LLC  ·  10 quarters on record

This page tracks every 13F SEC filing in which Systelligence, LLC reported a position in ISHARES TR (ICVT). 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
4.12% (2025 Q4)
Avg. % of fund
1.65%
First filed
2021 Q2
Last filed
2025 Q4
Quarters held
10
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 219,777 +137,808 +168.1% 4.12% $21.6M $98.28
2025 Q3 REDUCED 81,969 -79,219 -49.1% 1.56% $8.2M $99.25
2025 Q2 ADDED 161,188 +81,860 +103.2% 2.69% $14.5M $89.00
2025 Q1 ADDED 79,328 +51,812 +188.3% 1.59% $6.6M $82.16
6 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    ICVT price (monthly, adj. close)
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