Torrey Growth & Income Advisors IVV — ISHARES TR

Ownership history in Torrey Growth & Income Advisors  ·  4 quarters on record

AI Ownership Summary

Torrey Growth & Income Advisors reported ISHARES TR (IVV) in 4 quarterly 13F filings from 2025 Q3 through 2026 Q2. Peak portfolio weight reached 0.36% in 2026 Q1. The latest visible filing shows IVV at 0.33% 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 Torrey Growth & Income Advisors'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
2026 Q2

IVV was reported at 0.33% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.36% in 2026 Q1

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

Time in book
Holding Window
2025 Q3 to 2026 Q2

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 Torrey Growth & Income Advisors held IVV — position size vs. price
% of Fund (quarterly)    IVV price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 4 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 REDUCED — — — 1,292 -38 -2.9% 0.33% $969K 2026-07-27 $740.41
2026 Q1 UNCHANGED — — — 1,330 — 0% 0.36% $858K 2026-04-21 $703.30
2025 Q4 UNCHANGED — — — 1,330 — 0% 0.32% $911K 2026-02-17 $680.22
2025 Q3 INITIATED — — — 1,330 — — 0.26% $890K 2025-11-13 $667.55

FAQ About Torrey Growth & Income Advisors and IVV

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

How long has Torrey Growth & Income Advisors reported owning IVV?

Torrey Growth & Income Advisors reported IVV across 4 quarterly 13F filings, from 2025 Q3 through 2026 Q2.

What was the largest reported IVV position in Torrey Growth & Income Advisors's portfolio?

The largest reported portfolio weight for IVV was 0.36% in 2026 Q1.

What is the latest reported IVV position on this page?

The most recent filing on this page is 2026 Q2, when Torrey Growth & Income Advisors reported 1,292 shares, equal to 0.33% of portfolio, with an estimated market value of $969K.

What does the chart on this IVV ownership page compare?

The chart compares Torrey Growth & Income Advisors'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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