SEC 13F Intelligence

Aufman Associates Inc / IVV

Aufman Associates Inc’s Ishares Tr Position

Does Aufman Associates Inc own Ishares Tr (IVV)? Yes — 7.6K shares worth $5M (+2.44% of its 13F portfolio) as of Q1 2026, down from 7.7K shares the prior filed quarter.

Position Value
$5M
Q1 2026
Shares
7.6K
% of Portfolio
+2.44%
Quarters Held
26
currently held

Position History IVV

Reported value by quarter
Q4 ’19: $2MQ4 ’19Q1 ’20: $2MQ2 ’20: $2MQ3 ’20: $2MQ4 ’20: $2MQ4 ’20Q1 ’21: $3MQ2 ’21: $3MQ3 ’21: $3MQ4 ’21: $3MQ4 ’21Q1 ’22: $3MQ2 ’22: $2MQ3 ’22: $2MQ4 ’22: $3MQ4 ’22Q1 ’23: $3MQ2 ’23: $3MQ3 ’23: $3MQ4 ’23: $3MQ4 ’23Q1 ’24: $4MQ2 ’24: $4MQ3 ’24: $5MQ4 ’24: $5MQ4 ’24Q1 ’25: $4MQ2 ’25: $5MQ3 ’25: $5MQ4 ’25: $5MQ4 ’25Q1 ’26: $5Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 20267.6K$5M+2.44%
Q4 20257.7K$5M+2.70%
Q3 20257.8K$5M+2.93%
Q2 20257.7K$5M+2.97%
Q1 20257.8K$4M+3.01%
Q4 20247.8K$5M+3.10%
Q3 20247.9K$5M+2.91%
Q2 20247.1K$4M+2.78%
Q1 20247.1K$4M+2.63%
Q4 20237.1K$3M+2.56%
Q3 20236.9K$3M+2.50%
Q2 20236.9K$3M+2.55%
Q1 20237.0K$3M+2.43%
Q4 20226.9K$3M+2.46%
Q3 20226.5K$2M+2.46%
Q2 20226.5K$2M+2.35%
Q1 20226.5K$3M+2.33%
Q4 20216.6K$3M+2.32%
Q3 20216.7K$3M+2.37%
Q2 20216.8K$3M+2.25%
Q1 20216.8K$3M+2.24%
Q4 20206.4K$2M+2.15%
Q3 20206.5K$2M+2.33%
Q2 20206.6K$2M+2.31%
Q1 20206.6K$2M+2.35%
Q4 20196.6K$2M+2.20%

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