Family Firm, Inc.’s Ishares Tr Position
Does Family Firm, Inc. own Ishares Tr (IVW)? Yes — 48.6K shares worth $5M (+1.29% of its 13F portfolio) as of Q2 2025, up from 48.5K shares the prior filed quarter.
Position Value
$5M
Q2 2025
Shares
48.6K
% of Portfolio
+1.29%
Quarters Held
27
currently held
Position History IVW
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q2 2025 | 48.6K | $5M | +1.29% |
| Q1 2025 | 48.5K | $5M | +1.01% |
| Q4 2024 | 50.9K | $5M | +1.15% |
| Q3 2024 | 51.6K | $5M | +1.08% |
| Q2 2024 | 51.6K | $5M | +1.06% |
| Q1 2024 | 51.5K | $4M | +1.06% |
| Q4 2023 | 51.5K | $4M | +1.00% |
| Q3 2023 | 56.4K | $4M | +1.08% |
| Q2 2023 | 57.1K | $4M | +1.06% |
| Q1 2023 | 57.0K | $4M | +1.01% |
| Q4 2022 | 55.5K | $3M | +0.95% |
| Q3 2022 | 56.2K | $4M | +1.12% |
| Q2 2022 | 56.1K | $5M | +1.21% |
| Q1 2022 | 56.1K | $5M | +1.21% |
| Q4 2021 | 56.1K | $5M | +1.21% |
| Q3 2021 | 56.8K | $4M | +1.17% |
| Q2 2021 | 56.7K | $4M | +1.12% |
| Q1 2021 | 56.6K | $4M | +1.06% |
| Q4 2020 | 56.6K | $4M | +1.06% |
| Q3 2020 | 13.9K | $3M | +1.15% |
| Q2 2020 | 14.8K | $3M | +1.15% |
| Q1 2020 | 14.7K | $2M | +1.03% |
| Q4 2019 | 15.0K | $3M | +0.98% |
| Q3 2019 | 14.9K | $3M | +0.95% |
| Q2 2019 | 15.0K | $3M | +0.95% |
| Q1 2019 | 15.0K | $3M | +0.94% |
| Q4 2018 | 15.3K | $2M | +0.92% |
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 IVW.