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Disclosery

Karpus Management, Inc.: IVV position timeline

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

Karpus Management, Inc. held 80,591 IVV 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 80,591 shares
    Change vs previous 13F -10,199 shares

    1.74% of the 13F portfolio, value $60,353,454.

    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 90,790 shares
    Change vs previous 13F -15,078 shares

    1.85% of the 13F portfolio, value $59,304,640.

    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 105,868 shares
    Change vs previous 13F -19,070 shares

    2.23% of the 13F portfolio, value $72,512,917.

    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 124,938 shares
    Change vs previous 13F -3,022 shares

    2.65% of the 13F portfolio, value $83,620,700.

    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 127,960 shares
    Change vs previous 13F -12,131 shares

    2.56% of the 13F portfolio, value $79,450,082.

    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 140,091 shares
    Change vs previous 13F -4,207 shares

    2.55% of the 13F portfolio, value $78,716,878.

    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 144,298 shares
    Change vs previous 13F -6,265 shares

    2.51% of the 13F portfolio, value $84,945,080.

    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 150,563 shares
    Change vs previous 13F not available

    2.41% of the 13F portfolio, value $86,847,488.

    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).