Wayfinding Financial, LLC / IVV
Wayfinding Financial, LLC’s Ishares Tr Position
Does Wayfinding Financial, LLC own Ishares Tr (IVV)? Yes — 16.4K shares worth $11M (+4.67% of its 13F portfolio) as of Q1 2026, down from 16.8K shares the prior filed quarter.
Position Value
$11M
Q1 2026
Shares
16.4K
% of Portfolio
+4.67%
Quarters Held
18
currently held
Position History IVV
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q1 2026 | 16.4K | $11M | +4.67% |
| Q4 2025 | 16.8K | $12M | +4.88% |
| Q3 2025 | 17.3K | $12M | +4.98% |
| Q2 2025 | 17.5K | $11M | +4.97% |
| Q1 2025 | 17.8K | $10M | +4.39% |
| Q4 2024 | 18.2K | $11M | +5.74% |
| Q3 2024 | 19.4K | $11M | +8.32% |
| Q2 2024 | 20.0K | $11M | +6.17% |
| Q1 2024 | 20.2K | $11M | +6.15% |
| Q4 2023 | 22.0K | $10M | +7.14% |
| Q3 2023 | 25.1K | $11M | +8.14% |
| Q2 2023 | 26.1K | $12M | +8.32% |
| Q1 2023 | 27.8K | $11M | +8.69% |
| Q4 2022 | 29.4K | $13M | +10.21% |
| Q3 2022 | 28.2K | $10M | +9.45% |
| Q2 2022 | 29.3K | $11M | +9.77% |
| Q1 2022 | 29.1K | $12M | +10.05% |
| Q4 2021 | 29.4K | $13M | +10.21% |
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Wayfinding Financial, LLC’s full portfolio or all institutional holders of IVV.