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Smart Portfolios, LLC: IVV position timeline

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

Smart Portfolios, LLC held 1,513 IVV shares at 2026-03-31 per its 13F-HR filed 2026-05-01.

the latest 13F is the newest step

  1. period ended2026-03-31
    13F 1,513 shares
    Change vs previous 13F -3 shares

    0.99% of the 13F portfolio, value $988,408.

    13F-HR 0001513227-26-000006 filed by Smart Portfolios, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-12-31
    13F 1,516 shares
    Change vs previous 13F -206 shares

    1.03% of the 13F portfolio, value $1,038,485.

    13F-HR 0001513227-26-000005 filed by Smart Portfolios, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-09-30
    13F 1,722 shares
    Change vs previous 13F -93 shares

    1.11% of the 13F portfolio, value $1,152,710.

    13F-HR 0001513227-25-000007 filed by Smart Portfolios, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-06-30
    13F 1,815 shares
    Change vs previous 13F +705 shares

    1.14% of the 13F portfolio, value $1,126,916.

    13F-HR 0001513227-25-000004 filed by Smart Portfolios, 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 1,110 shares
    Change vs previous 13F -26 shares

    0.68% of the 13F portfolio, value $623,470.

    13F-HR 0001513227-25-000003 filed by Smart Portfolios, 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 1,136 shares
    Change vs previous 13F -911 shares

    0.7% of the 13F portfolio, value $669,019.

    13F-HR 0001513227-25-000002 filed by Smart Portfolios, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-09-30
    13F 2,047 shares
    Change vs previous 13F -494 shares

    1.2% of the 13F portfolio, value $1,180,864.

    13F-HR 0001513227-24-000005 filed by Smart Portfolios, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-06-30
    13F 2,541 shares
    Change vs previous 13F not available

    1.4% of the 13F portfolio, value $1,390,497.

    13F-HR 0001513227-24-000003 filed by Smart Portfolios, LLC
    Filed (acceptance time not in the bulk data set), ingested

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