Ownership history in VICUS CAPITAL · 53 quarters on record
This page tracks every 13F SEC filing in which VICUS CAPITAL reported a position in iSh. S&P 500 IDX ETF (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 | REDUCED | 103,959 | -41,366 | -28.5% | 5.34% | $71.2M | $683.12 |
| 2025 Q3 | REDUCED | 145,325 | -192,912 | -57.0% | 7.43% | $97.3M | $665.17 |
| 2025 Q2 | ADDED | 338,237 | +11,629 | +3.6% | 17.45% | $210.0M | $615.21 |
| 2025 Q1 | ADDED | 326,608 | +337 | +0.1% | 17.09% | $183.5M | $555.02 |
As of 2025 Q4 — sorted by position size