EFV — ISHARES TR

Ownership history in VPR Management LLC  ·  17 quarters on record

This page tracks every 13F SEC filing in which VPR Management LLC reported a position in ISHARES TR (EFV). 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
1.14% (2025 Q4)
Avg. % of fund
0.59%
First filed
2021 Q3
Last filed
2025 Q4
Quarters held
17
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 UNCHANGED 35,700 — 0% 1.14% $2.5M $71.41
2025 Q3 UNCHANGED 35,700 — 0% 1.10% $2.4M $66.32
2025 Q2 UNCHANGED 35,700 — 0% 1.06% $2.3M $62.07
2025 Q1 UNCHANGED 35,700 — 0% 1.02% $2.1M $56.40
2024 Q4 UNCHANGED 35,700 — 0% 0.98% $1.9M $50.21
2024 Q3 UNCHANGED 35,700 — 0% 0.72% $2.1M $54.12
2024 Q2 UNCHANGED 35,700 — 0% 0.71% $1.9M $49.90
2024 Q1 UNCHANGED 35,700 — 0% 0.54% $1.9M $49.76
2023 Q4 UNCHANGED 35,700 — 0% 0.48% $1.9M $47.66
2023 Q3 UNCHANGED 35,700 — 0% 0.46% $1.7M $43.94
7 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    EFV price (monthly, adj. close)

Other funds also holding EFV

As of 2025 Q4 — sorted by position size

Bruce G. Allen Investments, LLC 15.69% INTEGRATED CAPITAL MANAGEMENT, INC. 3Y 7Y 13.4% BRAVE ASSET MANAGEMENT INC 3Y 7Y 12.15% hemming& Wealth Management, Inc. 11.33% Covenant Partners, LLC 3Y 7Y 7.95% Valence8 US LP 3Y 7.61% Shum Financial Group, Inc. 7.58% WALLER FINANCIAL PLANNING GROUP, INC 3Y 7Y 7.44% Auto-Owners Insurance Co 3Y 6.88% EQ LLC 3Y 6.79%
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