IVV — ISHARES CORE S&P 500 ETF

Ownership history in Mascoma Wealth Management LLC  ·  33 quarters on record

AI Ownership Summary

Mascoma Wealth Management LLC reported ISHARES CORE S&P 500 ETF (IVV) in 33 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 17.2% in 2024 Q1. The latest visible filing shows IVV at 17.13% 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 Mascoma Wealth Management LLC's position in ISHARES CORE S&P 500 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 17.13% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
17.2% in 2024 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 Mascoma Wealth Management LLC fund profile Mascoma Wealth Management LLC full holdings
How Mascoma Wealth Management LLC held IVV — position size vs. price
% of Fund (quarterly)    IVV price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 9 quarters  ▾
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 116,624 +1,387 +1.2% 17.13% $79.9M 2026-02-14 (Est.) $682.94
2025 Q3 REDUCED 115,237 -964 -0.8% 17.00% $77.1M 2025-10-28 $686.08
2025 Q2 ADDED 116,201 +2,992 +2.6% 16.75% $72.1M 2025-07-22 $625.95
2025 Q1 ADDED 113,209 +9,723 +9.4% 15.85% $63.6M 2025-04-24 $542.50
2024 Q4 REDUCED 103,486 -1,251 -1.2% 15.30% $60.9M 2025-02-10 $598.45
2024 Q3 REDUCED 104,737 -12,975 -11.0% 15.04% $60.4M 2024-11-05 $568.62
2024 Q2 ADDED 117,712 +2,754 +2.4% 17.09% $64.4M 2024-08-02 $523.69
2024 Q1 REDUCED 114,958 -2,260 -1.9% 17.20% $60.4M 2024-05-02 $494.53
2023 Q4 ADDED 117,218 +96 +0.1% 16.82% $56.0M 2024-01-24 $473.68
24 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding IVV

As of 2025 Q4 — sorted by position size

Conrad N. Hilton Foundation 3Y 7Y 100.0% 26North Partners LP 3Y 100.0% SWISS RE LTD 3Y 7Y 99.26% GENWORTH FINANCIAL INC 3Y 7Y 92.41% UNC Management Company, Inc. 3Y 80.71% Michael & Susan Dell Foundation 3Y 7Y 75.69% FINANCIAL COUNSELORS INC 3Y 7Y 74.09% Missouri Education Pension Trust 71.44% GR FINANCIAL GROUP, LLC 70.89% MKP Capital Management, L.L.C. 3Y 7Y 68.04%

FAQ About Mascoma Wealth Management LLC and IVV

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

How long has Mascoma Wealth Management LLC reported owning IVV?

Mascoma Wealth Management LLC reported IVV across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported IVV position in Mascoma Wealth Management LLC's portfolio?

The largest reported portfolio weight for IVV was 17.20% in 2024 Q1.

What is the latest reported IVV position on this page?

The most recent filing on this page is 2025 Q4, when Mascoma Wealth Management LLC reported 116,624 shares, equal to 17.13% of portfolio, with an estimated market value of $79.9M.

What does the chart on this IVV ownership page compare?

The chart compares Mascoma Wealth Management LLC'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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