IVV — ISHARES TR CORE S&P500 ETF

Ownership history in M Holdings Securities, Inc.  ·  41 quarters on record

AI Ownership Summary

M Holdings Securities, Inc. reported ISHARES TR CORE S&P500 ETF (IVV) in 41 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 16.17% in 2025 Q1. The latest visible filing shows IVV at 4.97% 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. Older history is available after unlock; the visible window still shows the most recent pattern.

What this IVV ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was M Holdings Securities, Inc.'s position in ISHARES TR CORE S&P500 ETF, 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 4.97% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
16.17% in 2025 Q1

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

Time in book
Holding Window
2023 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.

IVV stock page M Holdings Securities, Inc. fund profile M Holdings Securities, Inc. full holdings
How M Holdings Securities, Inc. held IVV — position size vs. price
% of Fund (quarterly)    IVV price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 6 quarters  ▾
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 101,277 +20,927 +26.0% 4.97% $69.4M 2026-02-14 (Est.) $682.94
2025 Q3 REDUCED 80,350 -92,652 -53.6% 11.37% $53.8M 2025-11-13 $671.28
2025 Q1 ADDED 173,002 +112,964 +188.2% 16.17% $97.2M 2025-05-13 $582.72
2024 Q4 REDUCED 60,038 -99,102 -62.3% 1.41% $102K 2025-02-11 $598.92
2024 Q1 ADDED 159,140 +8,739 +5.8% 14.06% $83.7M 2024-05-14 $512.56
2023 Q4 ADDED 150,401 +37,503 +33.2% 8.52% $64.6M 2024-02-14 $486.73
35 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding IVV

As of 2026 Q1 — sorted by position size

CenturyLink Investment Management Co 3Y 7Y 100.0% MKD WEALTH COACHES, LLC 3Y 7Y 54.6% Leverty Financial Group, LLC 3Y 37.23% Ackerman Asset Management, LLC 37.18% HOME FEDERAL BANK OF TENNESSEE 3Y 7Y 36.07% VALLEY FORGE INVESTMENT CONSULTANTS INC ADV 3Y 35.79% P/E Global LLC 3Y 35.48% FIRST HAWAIIAN BANK 3Y 7Y 33.2% COREPATH WEALTH PARTNERS LLC 3Y 29.93% Constellation Investments, Inc. 3Y 7Y 29.45%

FAQ About M Holdings Securities, Inc. and IVV

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

How long has M Holdings Securities, Inc. reported owning IVV?

M Holdings Securities, Inc. reported IVV across 6 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported IVV position in M Holdings Securities, Inc.'s portfolio?

The largest reported portfolio weight for IVV was 16.17% in 2025 Q1.

What is the latest reported IVV position on this page?

The most recent filing on this page is 2025 Q4, when M Holdings Securities, Inc. reported 101,277 shares, equal to 4.97% of portfolio, with an estimated market value of $69.4M.

What does the chart on this IVV ownership page compare?

The chart compares M Holdings Securities, Inc.'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.

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