Objective Capital Management, LLC / IVV
Objective Capital Management, LLC’s Ishares Tr Position
Does Objective Capital Management, LLC own Ishares Tr (IVV)? Yes — 20.2K shares worth $13M (+13.31% of its 13F portfolio) as of Q1 2026, up from 20.1K shares the prior filed quarter.
Position Value
$13M
Q1 2026
Shares
20.2K
% of Portfolio
+13.31%
Quarters Held
15
currently held
Position History IVV
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q1 2026 | 20.2K | $13M | +13.31% |
| Q4 2025 | 20.1K | $14M | +13.98% |
| Q3 2025 | 19.6K | $13M | +13.58% |
| Q2 2025 | 18.3K | $11M | +12.78% |
| Q1 2025 | 17.9K | $10M | +12.83% |
| Q3 2024 | 26.7K | $15M | +9.06% |
| Q2 2024 | 26.2K | $14M | +9.29% |
| Q1 2024 | 26.4K | $13M | +9.60% |
| Q3 2023 | 25.3K | $11M | +9.62% |
| Q2 2023 | 24.7K | $11M | +9.62% |
| Q1 2023 | 26.6K | $11M | +10.00% |
| Q4 2022 | 26.2K | $10M | +9.99% |
| Q3 2022 | 25.9K | $9M | +9.90% |
| Q2 2022 | 24.2K | $9M | +9.26% |
| Q1 2022 | 26.2K | $12M | +9.15% |
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 IVV.