Ownership history in HARBOR ADVISORY CORP /MA/ · 21 quarters on record
This page tracks every 13F SEC filing in which HARBOR ADVISORY CORP /MA/ reported a position in ISHARES S&P 500 (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.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | REDUCED | 16,218 | -2,666 | -14.1% | 3.36% | $11.1M | $683.12 |
| 2025 Q3 | REDUCED | 18,884 | -270 | -1.4% | 3.74% | $12.6M | $665.17 |
| 2025 Q2 | UNCHANGED | 19,154 | — | 0% | 3.79% | $11.9M | $615.21 |
| 2025 Q1 | ADDED | 19,154 | +395 | +2.1% | 3.61% | $10.8M | $555.02 |
| 2024 Q4 | ADDED | 18,759 | +1,305 | +7.5% | 3.63% | $11.0M | $579.67 |
| 2024 Q3 | ADDED | 17,454 | +379 | +2.2% | 3.29% | $10.1M | $566.00 |
| 2024 Q2 | REDUCED | 17,075 | -1,716 | -9.1% | 3.23% | $9.3M | $534.89 |
| 2024 Q1 | REDUCED | 18,791 | -1,469 | -7.3% | 3.36% | $9.9M | $512.33 |
| 2023 Q4 | REDUCED | 20,260 | -1,981 | -8.9% | 3.46% | $9.7M | $463.98 |
| 2023 Q3 | ADDED | 22,241 | +230 | +1.0% | 3.46% | $9.6M | $415.48 |
As of 2025 Q4 — sorted by position size