SEC 13F Intelligence

C M Bidwell & Associates Ltd / IVV

C M Bidwell & Associates Ltd’s Ishares Tr Position

Does C M Bidwell & Associates Ltd own Ishares Tr (IVV)? Yes — 10.3K shares worth $7M (+3.15% of its 13F portfolio) as of Q1 2026.

Position Value
$7M
Q1 2026
Shares
10.3K
% of Portfolio
+3.15%
Quarters Held
17
currently held

Position History IVV

Reported value by quarter
Q4 ’19: $2MQ4 ’19Q1 ’20: $2MQ2 ’20: $3MQ3 ’20: $3MQ3 ’20Q4 ’20: $3MQ1 ’21: $3MQ2 ’21: $696,000Q2 ’21Q3 ’21: $698,000Q4 ’21: $2MQ1 ’22: $2MQ1 ’22Q2 ’22: $614,000Q4 ’24: $257,253Q1 ’25: $245,550Q1 ’25Q2 ’25: $7MQ3 ’25: $7MQ4 ’25: $7MQ4 ’25Q1 ’26: $7Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 202610.3K$7M+3.15%
Q4 202510.3K$7M+3.34%
Q3 202510.3K$7M+3.32%
Q2 202510.7K$7M+3.45%
Q1 2025437$245,550+0.15%
Q4 2024437$257,253+0.16%
Q2 20221.6K$614,000+0.49%
Q1 20224.8K$2M+1.42%
Q4 20214.8K$2M+1.40%
Q3 20211.6K$698,000+0.46%
Q2 20211.6K$696,000+0.46%
Q1 20216.5K$3M+1.90%
Q4 20208.2K$3M+2.53%
Q3 20208.2K$3M+2.54%
Q2 20208.2K$3M+2.32%
Q1 20208.2K$2M+2.23%
Q4 20196.2K$2M+1.81%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See C M Bidwell & Associates Ltd’s full portfolio or all institutional holders of IVV.