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Chevy Chase Trust Holdings, LLC: IVV position timeline

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

Chevy Chase Trust Holdings, LLC held 162,535 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 162,535 shares
    Change vs previous 13F +9,528 shares

    0.31% of the 13F portfolio, value $121,720,836.

    13F-HR 0001462020-26-000006 filed by Chevy Chase Trust Holdings, 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 153,007 shares
    Change vs previous 13F +38,046 shares

    0.29% of the 13F portfolio, value $99,945,703.

    13F-HR 0001462020-26-000004 filed by Chevy Chase Trust Holdings, 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 114,961 shares
    Change vs previous 13F -18,895 shares

    0.21% of the 13F portfolio, value $78,741,388.

    13F-HR 0001462020-26-000002 filed by Chevy Chase Trust Holdings, 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 133,856 shares
    Change vs previous 13F -8,686 shares

    0.25% of the 13F portfolio, value $89,589,821.

    13F-HR 0001462020-25-000006 filed by Chevy Chase Trust Holdings, 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 142,542 shares
    Change vs previous 13F -42,659 shares

    0.26% of the 13F portfolio, value $88,504,329.

    13F-HR 0001085146-25-004237 filed by Chevy Chase Trust Holdings, 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 185,201 shares
    Change vs previous 13F +36,037 shares

    0.33% of the 13F portfolio, value $104,064,442.

    13F-HR 0001085146-25-002257 filed by Chevy Chase Trust Holdings, 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 149,164 shares
    Change vs previous 13F -2,071 shares

    0.27% of the 13F portfolio, value $87,809,863.

    13F-HR 0001085146-25-000641 filed by Chevy Chase Trust Holdings, 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 151,235 shares
    Change vs previous 13F not available

    0.27% of the 13F portfolio, value $87,235,373.

    13F-HR 0001085146-24-005764 filed by Chevy Chase Trust Holdings, LLC
    Filed (acceptance time not in the bulk data set), ingested

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