O'connor Financial Group LLC / IVE
O'connor Financial Group LLC’s Ishares Tr Position
Does O'connor Financial Group LLC own Ishares Tr (IVE)? Yes — 19.2K shares worth $4M (+1.66% of its 13F portfolio) as of Q1 2026, down from 19.5K shares the prior filed quarter.
Position Value
$4M
Q1 2026
Shares
19.2K
% of Portfolio
+1.66%
Quarters Held
13
currently held
Position History IVE
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q1 2026 | 19.2K | $4M | +1.66% |
| Q4 2025 | 19.5K | $4M | +1.69% |
| Q3 2025 | 19.7K | $4M | +1.70% |
| Q2 2025 | 19.9K | $4M | +1.75% |
| Q1 2025 | 20.9K | $4M | +2.07% |
| Q4 2024 | 24.8K | $5M | +2.47% |
| Q3 2024 | 25.9K | $5M | +2.69% |
| Q2 2024 | 27.1K | $5M | +2.87% |
| Q1 2024 | 27.5K | $5M | +3.06% |
| Q4 2023 | 32.4K | $6M | +3.48% |
| Q3 2023 | 34.7K | $5M | +3.66% |
| Q2 2023 | 35.0K | $6M | +3.89% |
| Q1 2023 | 33.7K | $5M | +3.84% |
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See O'connor Financial Group LLC’s full portfolio or all institutional holders of IVE.