Holdings in IVR
| Report Date |
Value (USD) |
Shares |
Change |
Type |
Discretion |
Filed |
| 2025-12-31 |
$361,680 |
43,006 |
+15.0%
|
Shares |
Defined |
2026-02-11 |
| 2025-09-30 |
$282,615 |
37,383 |
+2.1%
|
Shares |
Defined |
2025-11-13 |
| 2025-06-30 |
$287,194 |
36,632 |
-19.6%
|
Shares |
Defined |
2025-08-12 |
| 2025-03-31 |
$359,492 |
45,563 |
-1.6%
|
Shares |
Defined |
2025-05-09 |
| 2024-12-31 |
$372,892 |
46,322 |
+76.2%
|
Shares |
Defined |
2025-06-30 |
| 2024-09-30 |
$246,806 |
26,284 |
+32.5%
|
Shares |
Defined |
2025-06-26 |
| 2024-06-30 |
$185,816 |
19,831 |
-1.8%
|
Shares |
Defined |
2025-06-12 |
| 2024-03-31 |
$195,468 |
20,193 |
+8.5%
|
Shares |
Defined |
2025-06-02 |
| 2023-12-31 |
$164,831 |
18,604 |
-2.0%
|
Shares |
Defined |
2024-02-14 |
| 2023-09-30 |
$190,039 |
18,985 |
+20.8%
|
Shares |
Defined |
2023-11-24 |
| 2023-06-30 |
$180,205 |
15,711 |
-30.1%
|
Shares |
Defined |
2023-08-14 |
| 2023-03-31 |
$249,436 |
22,492 |
+37.1%
|
Shares |
Defined |
2023-05-15 |
| 2022-12-31 |
$208,912 |
16,411 |
+12.8%
|
Shares |
Defined |
2023-02-13 |
| 2022-09-30 |
$161,438 |
14,544 |
-14.4%
|
Shares |
Defined |
2022-11-14 |
| 2022-06-30 |
$249,471 |
16,994 |
—
|
Shares |
Defined |
2022-08-11 |
