Ownership history in Systelligence, LLC · 3 quarters on record
This page tracks every 13F SEC filing in which Systelligence, LLC reported a position in ISHARES TR (IVLU). 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 | REDUCED | 259,202 | -1,923 | -0.7% | 1.88% | $9.9M | $38.05 |
| 2025 Q3 | ADDED | 261,125 | +53,583 | +25.8% | 1.76% | $9.3M | $34.84 |
| 2025 Q2 | INITIATED | 207,542 | — | — | 1.26% | $6.8M | $32.30 |
As of 2025 Q4 — sorted by position size