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Disclosery

Wilshire Advisors LLC: IVV position timeline

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

Wilshire Advisors LLC held 0 IVV shares at 2025-06-30 per its 13F-HR filed 2025-08-14.

the latest 13F is the newest step

  1. period ended2025-06-30
    13F 0 shares
    Change vs previous 13F -237,694 shares

    13F-HR 0001172661-25-003393 filed by Wilshire Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  2. period ended2025-03-31
    13F/A 237,694 shares
    Change vs previous 13F +65,211 shares

    29.5% of the 13F portfolio, value $9,330,513.

    13F-HR/A 0001616628-25-000004 filed by Wilshire Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-12-31
    13F 172,483 shares
    Change vs previous 13F +38,818 shares

    37.09% of the 13F portfolio, value $101,537,000.

    13F-HR 0001616628-25-000002 filed by Wilshire Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-09-30
    13F 133,665 shares
    Change vs previous 13F not available

    37.03% of the 13F portfolio, value $77,100,000.

    13F-HR 0001616628-24-000006 filed by Wilshire Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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