Eaton-Cambridge Inc. IVW ISHARES TR

Ownership history in Eaton-Cambridge Inc.  ·  11 quarters on record

AI Ownership Summary

Eaton-Cambridge Inc. reported ISHARES TR (IVW) in 11 quarterly 13F filings from 2024 Q1 through 2026 Q2. Peak portfolio weight reached 0.46% in 2024 Q2. The latest visible filing shows IVW at 0.38% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this IVW ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Eaton-Cambridge Inc.'s position in ISHARES TR, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

IVW was reported at 0.38% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.46% in 2024 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q1 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Eaton-Cambridge Inc. held IVW — position size vs. price
% of Fund (quarterly)    IVW price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 UNCHANGED 9,739 0% 0.38% $1.3M 2026-07-23 $133.59
2026 Q1 UNCHANGED 9,739 0% 0.34% $1.1M 2026-05-07 $133.96
2025 Q4 UNCHANGED 9,739 0% 0.39% $1.2M 2026-02-13 $118.80
2025 Q3 UNCHANGED 9,739 0% 0.41% $1.2M 2025-11-13 $120.53
2025 Q2 UNCHANGED 9,739 0% 0.40% $1.1M 2025-08-14 $115.34
2025 Q1 UNCHANGED 9,739 0% 0.39% $904K 2025-05-13 $101.93
2024 Q4 UNCHANGED 9,739 0% 0.44% $989K 2025-01-22 $105.48
2024 Q3 UNCHANGED 9,739 0% 0.44% $933K 2024-10-21 $97.18
2024 Q2 REDUCED 9,739 -485 -4.7% 0.46% $901K 2024-07-17 $92.46
2024 Q1 UNCHANGED 10,224 0% 0.46% $863K 2024-05-15 $85.81
1 older quarter hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About Eaton-Cambridge Inc. and IVW

These are the practical questions this page is built to answer before you even open the full history table.

How long has Eaton-Cambridge Inc. reported owning IVW?

Eaton-Cambridge Inc. reported IVW across 10 quarterly 13F filings, from 2024 Q1 through 2026 Q2.

What was the largest reported IVW position in Eaton-Cambridge Inc.'s portfolio?

The largest reported portfolio weight for IVW was 0.46% in 2024 Q2.

What is the latest reported IVW position on this page?

The most recent filing on this page is 2026 Q2, when Eaton-Cambridge Inc. reported 9,739 shares, equal to 0.38% of portfolio, with an estimated market value of $1.3M.

What does the chart on this IVW ownership page compare?

The chart compares Eaton-Cambridge Inc.'s quarterly IVW portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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