IVV ISHARES CORE S&P 500 ETF

Ownership history in Asio Capital, LLC  ·  21 quarters on record

This page tracks every 13F SEC filing in which Asio Capital, LLC reported a position in ISHARES CORE S&P 500 ETF (IVV). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
12.42% (2025 Q4)
Avg. % of fund
4.15%
First filed
2019 Q4
Last filed
2025 Q4
Quarters held
21
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 128,570 +17,909 +16.2% 12.42% $88.1M $683.12
2025 Q3 ADDED 110,661 +5,246 +5.0% 11.09% $74.1M $665.17
2025 Q2 ADDED 105,415 +21,473 +25.6% 10.90% $65.5M $615.21
2025 Q1 ADDED 83,942 +14,408 +20.7% 9.12% $47.2M $555.02
17 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    IVV price (monthly, adj. close)
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