IVV ISHARES TR

Ownership history in MAYPORT, LLC  ·  16 quarters on record

This page tracks every 13F SEC filing in which MAYPORT, 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.

Peak position
0.53% (2025 Q4)
Avg. % of fund
0.34%
First filed
2022 Q1
Last filed
2025 Q4
Quarters held
16
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 3,872 +1,356 +53.9% 0.53% $2.7M $683.12
2025 Q3 REDUCED 2,516 -6 -0.2% 0.36% $1.7M $665.17
2025 Q2 ADDED 2,522 +1 +0.0% 0.38% $1.6M $615.21
2025 Q1 ADDED 2,521 +18 +0.7% 0.39% $1.4M $555.02
2024 Q4 ADDED 2,503 +1,167 +87.4% 0.43% $1.5M $579.67
2024 Q3 ADDED 1,336 +1 +0.1% 0.25% $770K $566.00
2024 Q2 UNCHANGED 1,335 0% 0.26% $731K $534.89
2024 Q1 UNCHANGED 1,335 0% 0.27% $702K $512.33
2023 Q4 ADDED 1,335 +1 +0.1% 0.29% $637K $463.98
2023 Q3 UNCHANGED 1,334 0% 0.32% $573K $415.48
6 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    IVV price (monthly, adj. close)
← Back to MAYPORT, LLC Holdings