IVV ISHARES CORE S&P 500 ETF

Ownership history in Mainstream Capital Management LLC  ·  6 quarters on record

This page tracks every 13F SEC filing in which Mainstream Capital Management 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
2.14% (2025 Q1)
Avg. % of fund
2.0%
First filed
2024 Q3
Last filed
2025 Q4
Quarters held
6
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 4,437 -1 -0.0% 1.99% $3.0M $683.12
2025 Q3 REDUCED 4,438 -84 -1.9% 1.97% $3.0M $665.17
2025 Q2 REDUCED 4,522 -290 -6.0% 2.04% $2.8M $615.21
2025 Q1 ADDED 4,812 +439 +10.0% 2.14% $2.7M $555.02
2024 Q4 ADDED 4,373 +162 +3.8% 1.80% $2.6M $579.67
2024 Q3 INITIATED 4,211 2.06% $2.4M $566.00
% of Fund (quarterly)    IVV price (monthly, adj. close)
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