SEC 13F Intelligence

Boston Research & Management Inc / IVV

Boston Research & Management Inc’s Ishares Tr Position

Does Boston Research & Management Inc own Ishares Tr (IVV)? Yes — 29.1K shares worth $19M (+4.51% of its 13F portfolio) as of Q1 2026, down from 31.8K shares the prior filed quarter.

Position Value
$19M
Q1 2026
Shares
29.1K
% of Portfolio
+4.51%
Quarters Held
29
currently held

Position History IVV

Reported value by quarter
Q1 ’19: $6MQ1 ’19Q2 ’19: $6MQ3 ’19: $7MQ4 ’19: $7MQ1 ’20: $8MQ1 ’20Q2 ’20: $9MQ3 ’20: $10MQ4 ’20: $11MQ1 ’21: $12MQ1 ’21Q2 ’21: $13MQ3 ’21: $13MQ4 ’21: $14MQ1 ’22: $14MQ1 ’22Q2 ’22: $12MQ3 ’22: $11MQ4 ’22: $14MQ1 ’23: $14MQ1 ’23Q2 ’23: $15MQ3 ’23: $15MQ4 ’23: $16MQ1 ’24: $17MQ1 ’24Q2 ’24: $18MQ3 ’24: $19MQ4 ’24: $19MQ1 ’25: $17MQ1 ’25Q2 ’25: $18MQ3 ’25: $20MQ4 ’25: $22MQ1 ’26: $19MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 202629.1K$19M+4.51%
Q4 202531.8K$22M+5.03%
Q3 202529.4K$20M+4.34%
Q2 202529.6K$18M+4.40%
Q1 202530.5K$17M+4.25%
Q4 202432.3K$19M+4.67%
Q3 202432.5K$19M+4.40%
Q2 202432.5K$18M+4.49%
Q1 202432.7K$17M+4.25%
Q4 202333.5K$16M+4.25%
Q3 202333.8K$15M+4.30%
Q2 202334.0K$15M+4.30%
Q1 202334.2K$14M+4.20%
Q4 202236.4K$14M+4.33%
Q3 202232.0K$11M+3.91%
Q2 202231.8K$12M+3.91%
Q1 202230.5K$14M+4.02%
Q4 202130.3K$14M+3.94%
Q3 202130.1K$13M+3.86%
Q2 202130.1K$13M+3.93%
Q1 202130.7K$12M+3.93%
Q4 202029.9K$11M+3.90%
Q3 202029.8K$10M+3.92%
Q2 202028.8K$9M+3.71%
Q1 202030.5K$8M+3.95%
Q4 201922.0K$7M+2.67%
Q3 201922.5K$7M+2.66%
Q2 201920.3K$6M+2.42%
Q1 201919.9K$6M+2.36%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Boston Research & Management Inc’s full portfolio or all institutional holders of IVV.