Ownership history in SEVEN MILE ADVISORY · 10 quarters on record
This page tracks every 13F SEC filing in which SEVEN MILE ADVISORY 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.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | REDUCED | 22,461 | -962 | -4.1% | 2.64% | $15.4M | $683.12 |
| 2025 Q3 | ADDED | 23,423 | +22,382 | +2150.0% | 2.53% | $15.7M | $665.17 |
| 2025 Q2 | UNCHANGED | 1,041 | — | 0% | 0.39% | $646K | $615.21 |
| 2025 Q1 | UNCHANGED | 1,041 | — | 0% | 0.39% | $585K | $555.02 |
| 2024 Q4 | UNCHANGED | 1,041 | — | 0% | 0.39% | $613K | $579.67 |
| 2024 Q3 | UNCHANGED | 1,041 | — | 0% | 0.40% | $600K | $566.00 |
| 2024 Q2 | UNCHANGED | 1,041 | — | 0% | 0.42% | $570K | $534.89 |
| 2024 Q1 | UNCHANGED | 1,041 | — | 0% | 0.42% | $547K | $512.33 |
| 2023 Q4 | UNCHANGED | 1,041 | — | 0% | 0.43% | $497K | $463.98 |
| 2023 Q3 | INITIATED | 1,041 | — | — | 0.47% | $447K | — |
As of 2025 Q4 — sorted by position size