iShares S&P 500 Index shares owned by Mason Investment Advisory Services
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Mason Investment Advisory Services
from 13F filings
Historical chart of Mason Investment Advisory Services investment in iShares S&P 500 Index
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Quarterly reported holdings in iShares S&P 500 Index by Mason Investment Advisory Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $774k | 1.2k | 669.51 |
| 2025-06-30 | $716k | 1.2k | 621.04 |
| 2025-03-31 | $646k | 1.2k | 561.89 |
| 2024-12-31 | $675k | 1.1k | 588.52 |
| 2024-09-30 | $701k | 1.2k | 576.66 |
| 2024-06-30 | $801k | 1.5k | 547.36 |
| 2024-03-31 | $832k | 1.6k | 525.73 |
| 2023-09-30 | $678k | 1.6k | 429.43 |
| 2023-06-30 | $763k | 1.7k | 445.71 |
| 2023-03-31 | $667k | 1.6k | 411.08 |
| 2022-12-31 | $623k | 1.6k | 384.21 |
| 2021-12-31 | $229k | 479 | 476.99 |
| 2021-09-30 | $206k | 479 | 430.82 |
| 2021-06-30 | $206k | 479 | 429.92 |
| 2021-03-31 | $241k | 605 | 397.82 |
More positions owned by Mason Investment Advisory Services
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