Ownership history in Truepoint, Inc. · 53 quarters on record
This page tracks every 13F SEC filing in which Truepoint, Inc. reported a position in I SHARES TR S&P 500 INDEX (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.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | ADDED | 682,349 | +17,985 | +2.7% | 10.52% | $467.4M | $683.12 |
| 2025 Q3 | ADDED | 664,364 | +15,997 | +2.5% | 10.34% | $444.7M | $665.17 |
| 2025 Q2 | ADDED | 648,367 | +21,466 | +3.4% | 10.02% | $402.6M | $615.21 |
| 2025 Q1 | ADDED | 626,901 | +18,206 | +3.0% | 9.55% | $352.3M | $555.02 |
As of 2025 Q4 — sorted by position size