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Mark Hillman’s IVV Holdings & Trades

First Buy
Q4 2019
Duration Held
14 Quarters
Largest Add
Q3 2025
+545 Shares
Current Position
1,277 Shares
$854,696 Value

Mark Hillman's IVV Position Overview

Mark Hillman (via Hillman Capital Management, Inc.) currently holds 1,277 shares of iShares Core S&P 500 ETF (IVV) worth $854,696, representing 0.50% of the portfolio. First purchased in 2019-Q4, this medium-term investment has been held for 14 quarters.

Based on 13F filings, Mark Hillman has maintained a strategic position in IVV, demonstrating sustained confidence in this investment. Largest addition occurred in Q3 2025, adding 545 shares. Largest reduction occurred in Q1 2020, reducing 466 shares.

Analysis based on 13F filings available since 2013 Q2

Mark Hillman's iShares Core S&P 500 ETF (IVV) Holding Value Over Time

Track share changes against reported price movement

Quarterly iShares Core S&P 500 ETF (IVV) Trades by Mark Hillman

Report Date Bought/Sold (Sh.) % Change Qtr. End Shares Reported Price
Q4 2019 +467 Add 0.00% 466 $324.03
Q1 2020 -466 Sold Out 0 $0.00
Q4 2022 +395 New Buy 395 $384.21
Q1 2023 +3 Add 0.76% 398 $411.08
Q4 2023 -11 Reduce 2.76% 387 $477.63
Q1 2024 +25 Add 6.46% 412 $525.73
Q4 2024 +360 Add 87.38% 772 $588.68
Q1 2025 -40 Reduce 5.18% 732 $561.90
Q3 2025 +545 Add 74.45% 1,277 $669.30

Mark Hillman's iShares Core S&P 500 ETF Investment FAQs

Mark Hillman first purchased iShares Core S&P 500 ETF (IVV) in Q4 2019, acquiring 466 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.

Mark Hillman has held iShares Core S&P 500 ETF (IVV) for 14 quarters since Q4 2019.

Mark Hillman's largest addition to iShares Core S&P 500 ETF (IVV) was in Q3 2025, adding 1,277 shares worth $854,696.

According to the latest 13F filing for Q3 2025, Mark Hillman's firm, Hillman Capital Management, Inc., owns 1,277 shares of iShares Core S&P 500 ETF (IVV), valued at approximately $854,696.

As of the Q3 2025 filing, iShares Core S&P 500 ETF (IVV) represents approximately 0.50% of Mark Hillman's publicly disclosed stock portfolio, making it one of their key holdings.

Mark Hillman's peak holding in iShares Core S&P 500 ETF (IVV) was 1,277 shares, as reported at the end of Q3 2025.