IVE — ISHARES TR

Ownership history in Wealth Quarterback LLC  ·  18 quarters on record

This page tracks every 13F SEC filing in which Wealth Quarterback LLC reported a position in ISHARES TR (IVE). 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
2.24% (2020 Q4)
Avg. % of fund
0.63%
First filed
2020 Q1
Last filed
2025 Q3
Quarters held
18
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 REDUCED 969 -496 -33.9% 0.08% $200K $204.79
2024 Q3 REDUCED 1,465 -3 -0.2% 0.15% $289K $192.07
2024 Q2 ADDED 1,468 +50 +3.5% 0.15% $267K $176.28
2024 Q1 ADDED 1,418 +3 +0.2% 0.15% $265K $180.10
14 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    IVE price (monthly, adj. close)

Other funds also holding IVE

As of 2025 Q4 — sorted by position size

Foundation Wealth Management, LLC 3Y 25.38% LPWM LLC 3Y 17.62% LVZ, Inc. 3Y 7Y 14.04% Thoma Capital Management LLC 13.46% ENCOMPASS WEALTH ADVISORS, LLC 3Y 12.44% hemming& Wealth Management, Inc. 12.4% Powell Investment Advisors, LLC 3Y 11.36% Michelson Medical Research Foundation, Inc. 3Y 11.03% FINANCIAL LIFE ADVISORS 3Y 7Y 10.87% SOFI WEALTH, LLC 3Y 10.32%
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