IVV ISHARES CORE S&P 500 ETF

Ownership history in MAS Advisors LLC  ·  16 quarters on record

This page tracks every 13F SEC filing in which MAS Advisors 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
8.86% (2025 Q1)
Avg. % of fund
2.5%
First filed
2021 Q4
Last filed
2025 Q3
Quarters held
16
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 REDUCED 7,656 -61 -0.8% 8.11% $5.1M $665.17
2025 Q2 REDUCED 7,717 -2,537 -24.7% 7.84% $4.8M $615.21
2025 Q1 ADDED 10,254 +2,829 +38.1% 8.86% $5.8M $555.02
2024 Q4 ADDED 7,425 +6,555 +753.4% 7.33% $4.4M $579.67
2024 Q3 REDUCED 870 -9 -1.0% 1.07% $502K $566.00
2024 Q2 UNCHANGED 879 0% 1.15% $481K $534.89
2024 Q1 REDUCED 879 -20 -2.2% 0.53% $462K $512.33
2023 Q4 UNCHANGED 899 0% 0.56% $429K $463.98
2023 Q3 REDUCED 899 -20 -2.2% 0.55% $386K $415.48
2023 Q2 REDUCED 919 -36 -3.8% 0.57% $410K $429.27
6 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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