IVV β€” iShares Core S&P 500 Index

Ownership history in AMES NATIONAL CORP  Β·  5 quarters on record

AI Ownership Summary

AMES NATIONAL CORP reported iShares Core S&P 500 Index (IVV) in 5 quarterly 13F filings from 2024 Q4 through 2025 Q4. Peak portfolio weight reached 24.96% in 2025 Q4. The latest visible filing shows IVV at 24.96% 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.

What this IVV ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was AMES NATIONAL CORP's position in iShares Core S&P 500 Index, 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
2025 Q4

IVV was reported at 24.96% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
24.96% in 2025 Q4

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

Time in book
Holding Window
2024 Q4 to 2025 Q4

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 AMES NATIONAL CORP held IVV β€” position size vs. price
% of Fund (quarterly)    IVV price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 5 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 62,254 +3,562 +6.1% 24.96% $42.6M 2026-02-14 (Est.) $682.94
2025 Q3 ADDED 58,692 +3,408 +6.2% 23.32% $39.3M 2025-11-12 $682.40
2025 Q2 ADDED 55,284 +1,490 +2.8% 22.20% $34.3M 2025-08-12 $639.83
2025 Q1 ADDED 53,794 +2,470 +4.8% 20.29% $30.2M 2025-05-06 $554.66
2024 Q4 INITIATED 51,324 β€” β€” 20.34% $30.2M 2025-02-18 $605.08

FAQ About AMES NATIONAL CORP and IVV

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

How long has AMES NATIONAL CORP reported owning IVV?

AMES NATIONAL CORP reported IVV across 5 quarterly 13F filings, from 2024 Q4 through 2025 Q4.

What was the largest reported IVV position in AMES NATIONAL CORP's portfolio?

The largest reported portfolio weight for IVV was 24.96% in 2025 Q4.

What is the latest reported IVV position on this page?

The most recent filing on this page is 2025 Q4, when AMES NATIONAL CORP reported 62,254 shares, equal to 24.96% of portfolio, with an estimated market value of $42.6M.

What does the chart on this IVV ownership page compare?

The chart compares AMES NATIONAL CORP's quarterly IVV 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.

← Back to AMES NATIONAL CORP Holdings