SEC 13F Intelligence

Objective Capital Management, LLC / IVE

Objective Capital Management, LLC’s Ishares Tr Position

Does Objective Capital Management, LLC own Ishares Tr (IVE)? Not currently — the last reported position was 12.9K shares worth $3M in Q3 2024; the fund’s latest 13F (Q1 2026) no longer reports it.

Position Value
$3M
Q3 2024
Shares
12.9K
% of Portfolio
+1.49%
Quarters Held
10
position exited

Position History IVE

Reported value by quarter
Q1 ’22: $2MQ1 ’22Q2 ’22: $2MQ3 ’22: $2MQ3 ’22Q4 ’22: $2MQ1 ’23: $3MQ1 ’23Q2 ’23: $3MQ3 ’23: $2MQ3 ’23Q1 ’24: $2MQ2 ’24: $2MQ2 ’24Q3 ’24: $3Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q3 202412.9K$3M+1.49%
Q2 202412.9K$2M+1.63%
Q1 202414.1K$2M+1.87%
Q3 202315.6K$2M+2.13%
Q2 202315.8K$3M+2.22%
Q1 202316.9K$3M+2.34%
Q4 202216.9K$2M+2.43%
Q3 202216.4K$2M+2.25%
Q2 202215.6K$2M+2.16%
Q1 202215.7K$2M+1.88%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Objective Capital Management, LLC’s full portfolio or all institutional holders of IVE.