M Holdings Securities, Inc. / IVV
M Holdings Securities, Inc.’s Ishares Tr Position
Does M Holdings Securities, Inc. own Ishares Tr (IVV)? Yes — 97.7K shares worth $65M (+4.42% of its 13F portfolio) as of Q1 2026, down from 101.3K shares the prior filed quarter.
Position Value
$65M
Q1 2026
Shares
97.7K
% of Portfolio
+4.42%
Quarters Held
21
currently held
Position History IVV
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q1 2026 | 97.7K | $65M | +4.42% |
| Q4 2025 | 101.3K | $69M | +4.97% |
| Q3 2025 | 80.3K | $54M | +11.37% |
| Q1 2025 | 173.0K | $97M | +16.17% |
| Q4 2024 | 102.0K | $60M | +9.68% |
| Q1 2024 | 159.1K | $84M | +14.06% |
| Q4 2023 | 154.7K | $74M | +8.35% |
| Q3 2023 | 112.9K | $50M | +10.38% |
| Q1 2023 | 157.2K | $65M | +6.69% |
| Q4 2022 | 161.5K | $62M | +6.54% |
| Q3 2022 | 136.4K | $49M | +5.41% |
| Q2 2022 | 155.6K | $59M | +5.97% |
| Q1 2022 | 175.4K | $80M | +6.02% |
| Q2 2021 | 155.0K | $67M | +6.51% |
| Q1 2021 | 148.7K | $59M | +5.39% |
| Q4 2020 | 145.9K | $55M | +6.99% |
| Q3 2020 | 143.2K | $48M | +7.68% |
| Q2 2020 | 69.4K | $22M | +3.85% |
| Q1 2020 | 54.1K | $14M | +2.07% |
| Q4 2019 | 10.4K | $3M | +0.99% |
| Q1 2019 | 4.5K | $1M | +0.30% |
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See M Holdings Securities, Inc.’s full portfolio or all institutional holders of IVV.