IVV ISHARES TR

Ownership history in True Vision MN LLC  ·  9 quarters on record

This page tracks every 13F SEC filing in which True Vision MN LLC reported a position in ISHARES TR (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.

Peak position
17.98% (2023 Q4)
Avg. % of fund
11.11%
First filed
2023 Q4
Last filed
2025 Q4
Quarters held
9
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 18,098 +13 +0.1% 6.30% $12.4M $683.12
2025 Q3 ADDED 18,085 +946 +5.5% 6.31% $12.1M $665.17
2025 Q2 REDUCED 17,139 -13,459 -44.0% 5.89% $10.6M $615.21
2025 Q1 REDUCED 30,598 -4,426 -12.6% 10.29% $17.2M $555.02
2024 Q4 REDUCED 35,024 -322 -0.9% 12.23% $20.6M $579.67
2024 Q3 REDUCED 35,346 -2,239 -6.0% 12.20% $20.4M $566.00
2024 Q2 REDUCED 37,585 -5,369 -12.5% 13.36% $20.6M $534.89
2024 Q1 REDUCED 42,954 -3,880 -8.3% 15.45% $21.9M $512.33
2023 Q4 INITIATED 46,834 17.98% $22.4M
% of Fund (quarterly)    IVV price (monthly, adj. close)
← Back to True Vision MN LLC Holdings