Skip to content
Disclosery

Fund Evaluation Group, LLC: IVV position timeline

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

Fund Evaluation Group, LLC held 1,456,901 IVV shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,456,901 shares
    Change vs previous 13F -245,014 shares

    29.46% of the 13F portfolio, value $1,091,058,586.

    13F-HR 0001420506-26-001466 filed by Fund Evaluation 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 1,701,915 shares
    Change vs previous 13F +76,417 shares

    34.16% of the 13F portfolio, value $1,111,708,156.

    13F-HR 0001420506-26-000854 filed by Fund Evaluation 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 1,625,498 shares
    Change vs previous 13F +100,758 shares

    36.83% of the 13F portfolio, value $1,113,368,546.

    13F-HR 0001420506-26-000294 filed by Fund Evaluation 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 1,524,740 shares
    Change vs previous 13F -4,563 shares

    36.94% of the 13F portfolio, value $1,020,508,174.

    13F-HR 0001420506-25-003080 filed by Fund Evaluation 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 ended2025-06-30
    13F 1,529,303 shares
    Change vs previous 13F -182,220 shares

    36.71% of the 13F portfolio, value $949,543,968.

    13F-HR 0001420506-25-001768 filed by Fund Evaluation 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 ended2025-03-31
    13F 1,711,523 shares
    Change vs previous 13F +147,958 shares

    41.58% of the 13F portfolio, value $961,704,766.

    13F-HR 0001420506-25-000826 filed by Fund Evaluation Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 1,563,565 shares
    Change vs previous 13F +218,059 shares

    43.03% of the 13F portfolio, value $920,439,299.

    13F-HR 0001420506-25-000306 filed by Fund Evaluation Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 1,345,506 shares
    Change vs previous 13F not available

    42.96% of the 13F portfolio, value $776,115,000.

    13F-HR 0001356249-24-000008 filed by Fund Evaluation Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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