iShares S&P 500 Index shares owned by Mascoma Wealth Management
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Mascoma Wealth Management
from 13F filings
Historical chart of Mascoma Wealth Management investment in iShares S&P 500 Index
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Quarterly reported holdings in iShares S&P 500 Index by Mascoma Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $77M | 115k | 669.30 |
| 2025-06-30 | $72M | 116k | 620.90 |
| 2025-03-31 | $64M | 113k | 561.90 |
| 2024-12-31 | $61M | 104k | 588.68 |
| 2024-09-30 | $60M | 105k | 576.82 |
| 2024-06-30 | $64M | 118k | 547.23 |
| 2024-03-31 | $60M | 115k | 525.73 |
| 2023-12-31 | $56M | 117k | 477.63 |
| 2023-09-30 | $50M | 117k | 429.43 |
| 2023-06-30 | $52M | 115k | 451.16 |
| 2023-03-31 | $43M | 102k | 417.66 |
| 2022-12-31 | $30M | 84k | 358.65 |
| 2022-09-30 | $30M | 84k | 358.65 |
| 2022-06-30 | $30M | 78k | 379.15 |
| 2022-03-31 | $33M | 72k | 453.69 |
| 2021-12-31 | $30M | 62k | 476.98 |
| 2021-09-30 | $25M | 59k | 430.82 |
| 2021-06-30 | $24M | 57k | 429.92 |
| 2021-03-31 | $21M | 52k | 397.81 |
| 2020-12-31 | $8.9M | 24k | 375.38 |
| 2019-09-30 | $1.6M | 5.2k | 298.51 |
| 2019-06-30 | $1.6M | 5.4k | 294.84 |
| 2019-03-31 | $1.7M | 6.1k | 284.54 |
| 2018-12-31 | $1.7M | 6.9k | 251.62 |
| 2018-09-30 | $2.0M | 6.9k | 292.69 |
| 2018-06-30 | $1.9M | 6.8k | 273.09 |
| 2018-03-31 | $1.6M | 6.0k | 265.45 |
| 2017-12-31 | $1.7M | 6.0k | 277.49 |
| 2017-09-30 | $5.0M | 20k | 252.91 |
| 2017-06-30 | $5.2M | 21k | 243.41 |
| 2017-03-31 | $7.9M | 33k | 237.27 |
| 2016-12-31 | $6.1M | 27k | 225.01 |