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Disclosery

Karpus Management, Inc.: IEV position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Karpus Management, Inc. on IEV, newest first. How the timeline and the estimate are built.

Karpus Management, Inc. held 93,457 IEV shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 93,457 shares
    Change vs previous 13F -19,104 shares

    0.2% of the 13F portfolio, value $6,808,336.

    13F-HR 0001072613-26-000683 filed by Karpus Management, Inc.
    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 112,561 shares
    Change vs previous 13F -2,895 shares

    0.24% of the 13F portfolio, value $7,647,388.

    13F-HR 0001072613-26-000439 filed by Karpus Management, Inc.
    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/A 115,456 shares
    Change vs previous 13F -2,128 shares

    0.24% of the 13F portfolio, value $7,920,275.

    13F-HR/A 0001072613-26-000189 filed by Karpus Management, Inc.
    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 117,584 shares
    Change vs previous 13F -2,760 shares

    0.24% of the 13F portfolio, value $7,699,394.

    13F-HR 0001072613-25-000825 filed by Karpus Management, Inc.
    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 120,344 shares
    Change vs previous 13F -18,922 shares

    0.25% of the 13F portfolio, value $7,611,752.

    13F-HR 0001072613-25-000614 filed by Karpus Management, Inc.
    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 139,266 shares
    Change vs previous 13F -15,503 shares

    0.26% of the 13F portfolio, value $8,105,257.

    13F-HR 0001072613-25-000398 filed by Karpus Management, Inc.
    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 154,769 shares
    Change vs previous 13F -6,081 shares

    0.24% of the 13F portfolio, value $8,057,253.

    13F-HR 0001072613-25-000115 filed by Karpus Management, Inc.
    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 160,850 shares
    Change vs previous 13F not available

    0.26% of the 13F portfolio, value $9,372,733.

    13F-HR 0001072613-24-000832 filed by Karpus Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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