SEC 13F Intelligence

Family Firm, Inc. / IVV

Family Firm, Inc.’s Ishares Tr Position

Does Family Firm, Inc. own Ishares Tr (IVV)? Yes — 24.4K shares worth $15M (+3.66% of its 13F portfolio) as of Q2 2025, down from 24.5K shares the prior filed quarter.

Position Value
$15M
Q2 2025
Shares
24.4K
% of Portfolio
+3.66%
Quarters Held
27
currently held

Position History IVV

Reported value by quarter
Q4 ’18: $9MQ4 ’18Q1 ’19: $9MQ2 ’19: $9MQ3 ’19: $10MQ4 ’19: $10MQ4 ’19Q1 ’20: $8MQ2 ’20: $10MQ3 ’20: $10MQ4 ’20: $11MQ4 ’20Q1 ’21: $12MQ2 ’21: $13MQ3 ’21: $13MQ4 ’21: $14MQ4 ’21Q1 ’22: $14MQ2 ’22: $14MQ3 ’22: $13MQ4 ’22: $10MQ4 ’22Q1 ’23: $11MQ2 ’23: $12MQ3 ’23: $11MQ4 ’23: $12MQ4 ’23Q1 ’24: $13MQ2 ’24: $14MQ3 ’24: $15MQ4 ’24: $14MQ4 ’24Q1 ’25: $14MQ2 ’25: $15Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q2 202524.4K$15M+3.66%
Q1 202524.5K$14M+3.07%
Q4 202424.4K$14M+3.19%
Q3 2024196.2K$15M+3.19%
Q2 2024184.6K$14M+3.08%
Q1 202425.4K$13M+3.25%
Q4 202325.6K$12M+3.16%
Q3 202326.0K$11M+3.13%
Q2 202326.1K$12M+3.07%
Q1 202326.6K$11M+3.03%
Q4 202226.7K$10M+3.00%
Q3 202229.1K$13M+3.46%
Q2 202228.3K$14M+3.50%
Q1 202228.3K$14M+3.50%
Q4 202128.3K$14M+3.50%
Q3 202128.5K$13M+3.41%
Q2 202129.2K$13M+3.42%
Q1 202129.3K$12M+3.37%
Q4 202030.2K$11M+3.39%
Q3 202031.1K$10M+3.74%
Q2 202031.3K$10M+3.63%
Q1 202031.5K$8M+3.46%
Q4 201932.1K$10M+3.51%
Q3 201931.9K$10M+3.39%
Q2 201932.1K$9M+3.34%
Q1 201932.2K$9M+3.33%
Q4 201833.8K$9M+3.40%

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