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LONDON CO OF VIRGINIA Historic Quarter Change: USA ETF, Added

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LONDON CO OF VIRGINIA historic quarter change: USA ETF, Added

In exchange-traded fund shares (known by the fund name on the filing) (listed in the US), over 23 quarters from 2013-06-30 to 2026-06-30, LONDON CO OF VIRGINIA opened 26 positions, added to 55, reduced 61 and sold out of 19.

  • Q2 2026: Stock IJH; Country of operation —; Class CORE S&P MCP ETF; Shares before 234,427.
  • Q2 2026: Stock IWR; Country of operation —; Class RUS MID CAP ETF; Shares before 16.
  • Q2 2026: Stock SPY; Country of operation —; Class TR UNIT; Shares before 730.
  • Q2 2026: Stock VO; Country of operation —; Class MID CAP ETF; Shares before 77.

Each consecutive pair of Form 13F-HR filings compared (SEC CIK 1259887), 23 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-08-14); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-05-15); Q4 2025 (2025-09-30 to 2025-12-31, filed 2026-02-17); Q3 2025 (2025-06-30 to 2025-09-30, filed 2025-11-14); Q2 2025 (2025-03-31 to 2025-06-30, filed 2025-08-14); Q1 2025 (2024-12-31 to 2025-03-31, filed 2025-05-15); Q4 2024 (2024-09-30 to 2024-12-31, filed 2025-02-14); Q3 2024 (2024-06-30 to 2024-09-30, filed 2024-11-14); Q2 2024 (2024-03-31 to 2024-06-30, filed 2024-08-14); Q1 2024 (2023-12-31 to 2024-03-31, filed 2024-05-15); Q3 2016 (2016-06-30 to 2016-09-30, filed 2016-11-14); Q2 2016 (2016-03-31 to 2016-06-30, filed 2016-08-15); Q1 2016 (2015-12-31 to 2016-03-31, filed 2016-05-13); Q4 2015 (2015-09-30 to 2015-12-31, filed 2016-02-12); Q3 2015 (2015-06-30 to 2015-09-30, filed 2015-11-13); Q2 2015 (2015-03-31 to 2015-06-30, filed 2015-08-14); Q1 2015 (2014-12-31 to 2015-03-31, filed 2015-05-13); Q4 2014 (2014-09-30 to 2014-12-31, filed 2015-02-13); Q3 2014 (2014-06-30 to 2014-09-30, filed 2014-11-07); Q2 2014 (2014-03-31 to 2014-06-30, filed 2014-08-07); Q1 2014 (2013-12-31 to 2014-03-31, filed 2014-05-08); Q4 2013 (2013-09-30 to 2013-12-31, filed 2014-02-13); Q3 2013 (2013-06-30 to 2013-09-30, filed 2013-11-08). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move. Only the filings held here are compared; the firm's 13F-HR filings go back to the quarter ended 2003-12-31. Not compared, as a quarter between them is not held here yet: 2016-09-30 to 2023-12-31 (missing 2016-12-31, 2017-03-31, 2017-06-30, 2017-09-30, 2017-12-31, 2018-03-31, 2018-06-30, 2018-09-30, 2018-12-31, 2019-03-31, 2019-06-30, 2019-09-30, 2019-12-31, 2020-03-31, 2020-06-30, 2020-09-30, 2020-12-31, 2021-03-31, 2021-06-30, 2021-09-30, 2021-12-31, 2022-03-31, 2022-06-30, 2022-09-30, 2022-12-31, 2023-03-31, 2023-06-30, 2023-09-30).

QuarterStockCountry of operationClassShares beforeShares afterShare changeValue beforeValue afterValue changeFiled
Q2 2026IJH
ISHARES TR		CORE S&P MCP ETF234,427235,309+882$15,831,135$18,144,962+$2,313,8272026-08-14
Q2 2026IWR
ISHARES TR		RUS MID CAP ETF166,315+6,299$1,512$696,645+$695,1332026-08-14
Q2 2026SPY
STATE STR SPDR S&P 500 ETF T		TR UNIT7301,210+480$475,538$904,502+$428,9642026-08-14
Q2 2026VO
VANGUARD INDEX FDS		MID CAP ETF771,530+1,453$22,277$123,304+$101,0272026-08-14
Q2 2026IJR
ISHARES TR		CORE S&P SCP ETF38614+576$4,727$91,108+$86,3812026-08-14
Q2 2026IWB
ISHARES TR		RUS 1000 ETF320392+72$114,370$160,565+$46,1952026-08-14
Q2 2026IWV
ISHARES TR		RUSSELL 3000 ETF18105+87$6,825$44,952+$38,1272026-08-14
Q4 2025IJH
ISHARES TR		CORE S&P MCP ETF228,204789,943+561,739$14,892,822$52,136,505+$37,243,6832026-02-17
Q4 2025IWD
ISHARES TR		RUS 1000 VAL ETF4,100140,864+136,764$834,719$29,629,334+$28,794,6152026-02-17
Q4 2025IVV
ISHARES TR		CORE S&P500 ETF17,79541,699+23,904$11,913,506$28,566,657+$16,653,1512026-02-17
Q4 2025IWB
ISHARES TR		RUS 1000 ETF1,14030,455+29,315$416,842$11,373,154+$10,956,3122026-02-17
Q4 2025IWM
ISHARES TR		RUSSELL 2000 ETF25,52952,515+26,986$6,177,446$12,927,548+$6,750,1022026-02-17
Q4 2025SPY
SPDR S&P 500 ETF TR		TR UNIT6693,242+2,573$446,137$2,211,462+$1,765,3252026-02-17
Q4 2025IWR
ISHARES TR		RUS MID CAP ETF196,495+6,476$1,880$625,302+$623,4222026-02-17
Q4 2025VXF
VANGUARD INDEX FDS		EXTEND MKT ETF5523,494+2,942$115,510$730,693+$615,1832026-02-17
Q4 2025VB
VANGUARD INDEX FDS		SMALL CP ETF2861,275+989$72,654$328,900+$256,2462026-02-17
Q4 2025VO
VANGUARD INDEX FDS		MID CAP ETF54747+693$15,755$216,831+$201,0762026-02-17
Q4 2025IWV
ISHARES TR		RUSSELL 3000 ETF107580+473$40,437$224,511+$184,0742026-02-17
Q4 2025IJR
ISHARES TR		CORE S&P SCP ETF447+43$493$5,678+$5,1852026-02-17
Q3 2025IJH
ISHARES TR		CORE S&P MCP ETF188,793228,204+39,411$11,709,092$14,892,822+$3,183,7302025-11-14
Q3 2025IVV
ISHARES TR		CORE S&P500 ETF14,90717,795+2,888$9,258,772$11,913,506+$2,654,7342025-11-14
Q3 2025IWM
ISHARES TR		RUSSELL 2000 ETF25,02525,529+504$5,400,462$6,177,446+$776,9842025-11-14
Q3 2025VXF
VANGUARD INDEX FDS		EXTEND MKT ETF468552+84$90,200$115,510+$25,3102025-11-14
Q3 2025IWR
ISHARES TR		RUS MID CAP ETF619+13$596$1,880+$1,2842025-11-14
Q2 2025IWB
ISHARES TR		RUS 1000 ETF2,42110,262+7,841$742,750$3,484,799+$2,742,0492025-08-14
Q2 2025IWR
ISHARES TR		RUS MID CAP ETF26+4$148$596+$4482025-08-14
Q1 2025IWM
ISHARES TR		RUSSELL 2000 ETF44,13248,358+4,226$9,751,498$9,646,966-$104,5322025-05-15
Q4 2024IWD
ISHARES TR		RUS 1000 VAL ETF11,252290,119+278,867$2,135,630$53,709,730+$51,574,1002025-02-14
Q4 2024IVV
ISHARES TR		CORE S&P500 ETF16,86170,292+53,431$9,725,941$41,379,452+$31,653,5112025-02-14
Q4 2024IJH
ISHARES TR		CORE S&P MCP ETF151,518412,932+261,414$9,442,589$25,729,761+$16,287,1722025-02-14
Q4 2024IWB
ISHARES TR		RUS 1000 ETF1,93230,922+28,990$607,495$9,961,759+$9,354,2642025-02-14
Q4 2024SPY
SPDR S&P 500 ETF TR		TR UNIT1,2804,477+3,197$734,537$2,623,927+$1,889,3902025-02-14
Q4 2024VXF
VANGUARD INDEX FDS		EXTEND MKT ETF4662,832+2,366$84,781$538,015+$453,2342025-02-14
Q4 2024VB
VANGUARD INDEX FDS		SMALL CP ETF1,3272,281+954$314,725$548,066+$233,3412025-02-14
Q4 2024VO
VANGUARD INDEX FDS		MID CAP ETF27725+698$7,184$191,532+$184,3482025-02-14
Q4 2024IWV
ISHARES TR		RUSSELL 3000 ETF8283+275$2,679$94,707+$92,0282025-02-14
Q3 2024IWD
ISHARES TR		RUS 1000 VAL ETF7,33711,252+3,915$1,280,086$2,135,630+$855,5442024-11-14
Q3 2024SPY
SPDR S&P 500 ETF TR		TR UNIT8931,280+387$486,228$734,537+$248,3092024-11-14
Q3 2024VB
VANGUARD INDEX FDS		SMALL CP ETF1,2371,327+90$269,828$314,725+$44,8972024-11-14
Q3 2024VO
VANGUARD INDEX FDS		MID CAP ETF1527+12$3,706$7,184+$3,4782024-11-14
Q2 2024IJH
ISHARES TR		CORE S&P MCP ETF107,956284,253+176,297$6,557,246$16,634,483+$10,077,2372024-08-14
Q2 2024IWM
ISHARES TR		RUSSELL 2000 ETF32,38068,000+35,620$6,809,426$13,796,525+$6,987,0992024-08-14
Q2 2024IWB
ISHARES TR		RUS 1000 ETF70520,167+19,462$202,987$6,000,589+$5,797,6022024-08-14
Q2 2024IWD
ISHARES TR		RUS 1000 VAL ETF2,8157,337+4,522$504,195$1,280,086+$775,8912024-08-14
Q2 2024IJR
ISHARES TR		CORE S&P SCP ETF01,153+1,153$50$122,978+$122,9282024-08-14
Q2 2024IWV
ISHARES TR		RUSSELL 3000 ETF08+8$59$2,533+$2,4742024-08-14
Q1 2024IJH
ISHARES TR		CORE S&P MCP ETF56,071107,956+51,885$15,539,982$6,557,246-$8,982,7362024-05-15
Q3 2016SPY
SPDR S&P 500 ETF TR		TR UNIT2,40047,994+45,594$503,000$10,381,000+$9,878,0002016-11-14
Q3 2016IVV
ISHARES TR		CORE S&P500 ETF1,4454,300+2,855$304,000$936,000+$632,0002016-11-14
Q2 2016IVV
ISHARES TR		CORE S&P500 ETF1,2211,445+224$252,000$304,000+$52,0002016-08-15
Q4 2015IWM
ISHARES TR		RUSSELL 2000 ETF56,264583,258+526,994$6,144,000$65,687,000+$59,543,0002016-02-12
Q4 2015IVV
ISHARES TR		CORE S&P500 ETF91,315174,242+82,927$17,597,000$35,697,000+$18,100,0002016-02-12
Q4 2015IJH
ISHARES TR		CORE S&P MCP ETF25,634108,009+82,375$3,502,000$15,048,000+$11,546,0002016-02-12
Q3 2015IVV
ISHARES TR		CORE S&P500 ETF2,00691,315+89,309$416,000$17,597,000+$17,181,0002015-11-13
Q3 2015IWM
ISHARES TR		RUSSELL 2000 ETF38,64656,264+17,618$4,825,000$6,144,000+$1,319,0002015-11-13

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