Snider Financial Group IVV holdings history
ISHARES CORE S&P 500 ETF · CUSIP 464287200 · CIK 1820681
As of 2026-06-30, Snider Financial Group reported 71.09K IVV (shares), valued at $53.24M, or 13.55% of its reported non-derivative portfolio. Filed 2026-07-14.
Verify history & sources →Shares increased 8.47%; reported value increased 24.36%, and weight changed +0.63 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.
Left: % · Right: Shares · Independently scaled axes
Exact data and methodology
Axes scale independently; a crossing does not mean equal values. Weight uses each quarter's total reported non-derivative value. Same CUSIP; missing quarters are gaps, not zero. Revised history may include later disclosures.
| Quarter | Weight | Quantity | Source |
|---|---|---|---|
| Q2 2026 | 13.55% | 71,089 | SEC filing ↗Filed Jul 14, 2026 |
| Q1 2026 | 12.92% | 65,537 | SEC filing ↗Filed Apr 15, 2026 |
| Q4 2025 | 11.43% | 62,635 | SEC filing ↗Filed Jan 21, 2026 |
| Q3 2025 | 10.88% | 59,589 | SEC filing ↗Filed Nov 7, 2025 |
| Q2 2025 | 10.63% | 59,377 | SEC filing ↗Filed Aug 5, 2025 |
| Q1 2025 | 10.42% | 57,059 | SEC filing ↗Filed Apr 11, 2025 |
| Q4 2024 | 10.33% | 56,657 | SEC filing ↗Filed Feb 6, 2025 |
| Q3 2024 | 12.46% | 59,035 | SEC filing ↗Filed Nov 6, 2024 |
| Q2 2024 | 12.67% | 59,985 | SEC filing ↗Filed Aug 2, 2024 |
| Q1 2024 | 10.27% | 46,874 | SEC filing ↗Filed Apr 30, 2024 |
| Q4 2023 | 7.11% | 32,321 | SEC filing ↗Filed Jan 22, 2024 |
| Q3 2023 | 6.80% | 32,770 | SEC filing ↗Filed Oct 25, 2023 |
History & evidence by quarter
| Quarter | Weight | Quantity | Value | Change explained | Source |
|---|---|---|---|---|---|
| Q3 2023 | 6.80% | 32,770 | $14.07M | The prior quarter is outside the free window. Sign in for the comparison. | SEC filing ↗ Filed Oct 25, 2023 |
| Q4 2023 | 7.11% | 32,321 | $15.44M | Shares decreased 1.37%; reported value increased 9.70%, and weight changed +0.31 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 22, 2024 |
| Q1 2024 | 10.27% | 46,874 | $24.64M | Shares increased 45.03%; reported value increased 59.63%, and weight changed +3.16 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 30, 2024 |
| Q2 2024 | 12.67% | 59,985 | $32.83M | Shares increased 27.97%; reported value increased 33.20%, and weight changed +2.40 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 2, 2024 |
| Q3 2024 | 12.46% | 59,035 | $34.05M | Shares decreased 1.58%; reported value increased 3.74%, and weight changed -0.21 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Nov 6, 2024 |
| Q4 2024 | 10.33% | 56,657 | $33.35M | Shares decreased 4.03%; reported value decreased 2.06%, and weight changed -2.13 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 6, 2025 |
| Q1 2025 | 10.42% | 57,059 | $32.06M | Shares increased 0.71%; reported value decreased 3.87%, and weight changed +0.09 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 11, 2025 |
| Q2 2025 | 10.63% | 59,377 | $36.87M | Shares increased 4.06%; reported value increased 14.99%, and weight changed +0.21 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 5, 2025 |
| Q3 2025 | 10.88% | 59,589 | $39.88M | Shares increased 0.36%; reported value increased 8.18%, and weight changed +0.25 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Nov 7, 2025 |
| Q4 2025 | 11.43% | 62,635 | $42.90M | Shares increased 5.11%; reported value increased 7.57%, and weight changed +0.55 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 21, 2026 |
| Q1 2026 | 12.92% | 65,537 | $42.81M | Shares increased 4.63%; reported value decreased 0.21%, and weight changed +1.49 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 15, 2026 |
| Q2 2026 | 13.55% | 71,089 | $53.24M | Shares increased 8.47%; reported value increased 24.36%, and weight changed +0.63 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 14, 2026 |
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