IVV ISHARES TR CORE S&P500 ETF

Ownership history in Hudock, Inc.  ·  46 quarters on record

This page tracks every 13F SEC filing in which Hudock, Inc. reported a position in ISHARES TR CORE S&P500 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
14.0% (2024 Q1)
Avg. % of fund
8.62%
First filed
2014 Q3
Last filed
2025 Q4
Quarters held
46
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 123,745 -80 -0.1% 12.49% $84.8M $683.12
2025 Q3 REDUCED 123,825 -835 -0.7% 12.59% $82.9M $665.17
2025 Q2 ADDED 124,660 +502 +0.4% 12.44% $77.4M $615.21
2025 Q1 REDUCED 124,158 -204 -0.2% 12.20% $69.8M $555.02
2024 Q4 REDUCED 124,362 -870 -0.7% 12.79% $73.2M $579.67
2024 Q3 ADDED 125,232 +429 +0.3% 12.48% $72.2M $566.00
2024 Q2 ADDED 124,803 +3,932 +3.3% 12.73% $68.3M $534.89
2024 Q1 REDUCED 120,871 -1,142 -0.9% 14.00% $63.5M $512.33
2023 Q4 ADDED 122,013 +3,800 +3.2% 12.49% $58.3M $463.98
2023 Q3 ADDED 118,213 +3,518 +3.1% 12.11% $50.8M $415.48
36 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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