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Disclosery

Caprock Group, LLC: IVV position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Caprock Group, LLC on IVV, newest first. How the timeline and the estimate are built.

Caprock Group, LLC held 25,287 IVV shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 25,287 shares
    Change vs previous 13F +2,317 shares

    0.36% of the 13F portfolio, value $18,937,485.

    13F-HR 0001610769-26-000003 filed by Caprock Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 22,970 shares
    Change vs previous 13F -977 shares

    0.36% of the 13F portfolio, value $15,004,820.

    13F-HR 0001610769-26-000002 filed by Caprock Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 23,947 shares
    Change vs previous 13F +648 shares

    0.35% of the 13F portfolio, value $16,402,648.

    13F-HR 0001610769-26-000001 filed by Caprock Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 23,299 shares
    Change vs previous 13F +123 shares

    0.37% of the 13F portfolio, value $15,105,475.

    13F-HR 0001610769-25-000003 filed by Caprock Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-03-31
    13F 23,176 shares
    Change vs previous 13F +1,786 shares

    0.4% of the 13F portfolio, value $13,023,005.

    13F-HR 0001085146-25-003265 filed by Caprock Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2024-12-31
    13F 21,390 shares
    Change vs previous 13F not available

    0.41% of the 13F portfolio, value $12,592,104.

    13F-HR 0001085146-25-000441 filed by Caprock Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).