Ownership history in Maia Wealth LLC · 8 quarters on record
This page tracks every 13F SEC filing in which Maia Wealth LLC reported a position in ISHARES TR (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 | 15,553 | -106 | -0.7% | 1.82% | $10.6M | $683.12 |
| 2025 Q3 | REDUCED | 15,659 | -363 | -2.3% | 1.81% | $10.7M | $665.17 |
| 2025 Q2 | REDUCED | 16,022 | -2,367 | -12.9% | 1.90% | $9.9M | $615.21 |
| 2025 Q1 | ADDED | 18,389 | +809 | +4.6% | 2.26% | $10.0M | $555.02 |
| 2024 Q4 | ADDED | 17,580 | +1,292 | +7.9% | 2.28% | $10.6M | $579.67 |
| 2024 Q3 | ADDED | 16,288 | +1,120 | +7.4% | 2.34% | $9.5M | $566.00 |
| 2024 Q2 | ADDED | 15,168 | +1,658 | +12.3% | 2.58% | $8.6M | $534.89 |
| 2023 Q4 | INITIATED | 13,510 | — | — | 2.61% | $6.5M | — |
As of 2025 Q4 — sorted by position size