IVV β€” ISHARES TR

Ownership history in TOEWS CORP /ADV  Β·  8 quarters on record

AI Ownership Summary

TOEWS CORP /ADV reported ISHARES TR (IVV) in 8 quarterly 13F filings from 2024 Q1 through 2025 Q4. Peak portfolio weight reached 93.39% in 2024 Q4. The latest visible filing shows IVV at 41.24% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this IVV ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was TOEWS CORP /ADV's position in ISHARES TR, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

IVV was reported at 41.24% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
93.39% in 2024 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q1 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How TOEWS CORP /ADV held IVV β€” position size vs. price
% of Fund (quarterly)    IVV price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 8 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 414,000 -2,990 -0.7% 41.24% $283.6M 2026-02-14 (Est.) $682.94
2025 Q3 ADDED 416,990 +6,050 +1.5% 39.88% $279.1M 2025-10-24 $676.32
2025 Q2 ADDED 410,940 +98,410 +31.5% 37.14% $255.2M 2025-07-28 $634.06
2025 Q1 ADDED 312,530 +45,550 +17.1% 77.58% $175.6M 2025-05-09 $559.95
2024 Q4 ADDED 266,980 +205,300 +332.8% 93.39% $157.2M 2025-02-04 $595.44
2024 Q3 ADDED 61,680 +31,680 +105.6% 4.77% $35.6M 2024-10-25 $570.99
2024 Q2 ADDED 30,000 +19,000 +172.7% 2.71% $16.4M 2024-07-19 $539.53
2024 Q1 INITIATED 11,000 β€” β€” 1.01% $5.8M 2024-04-18 $489.09

FAQ About TOEWS CORP /ADV and IVV

These are the practical questions this page is built to answer before you even open the full history table.

How long has TOEWS CORP /ADV reported owning IVV?

TOEWS CORP /ADV reported IVV across 8 quarterly 13F filings, from 2024 Q1 through 2025 Q4.

What was the largest reported IVV position in TOEWS CORP /ADV's portfolio?

The largest reported portfolio weight for IVV was 93.39% in 2024 Q4.

What is the latest reported IVV position on this page?

The most recent filing on this page is 2025 Q4, when TOEWS CORP /ADV reported 414,000 shares, equal to 41.24% of portfolio, with an estimated market value of $283.6M.

What does the chart on this IVV ownership page compare?

The chart compares TOEWS CORP /ADV's quarterly IVV portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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