iShares S&P 500 Index shares owned by M&r Capital Management
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by M&r Capital Management
from 13F filings
Historical chart of M&r Capital Management investment in iShares S&P 500 Index
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All positions including iShares S&P 500 Index held by M&r Capital Management consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in iShares S&P 500 Index by M&r Capital Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $257k | 539 | 477.63 |
| 2023-09-30 | $382k | 890 | 429.43 |
| 2023-06-30 | $334k | 749 | 445.71 |
| 2023-03-31 | $351k | 854 | 411.08 |
| 2022-12-31 | $328k | 854 | 384.21 |
| 2022-09-30 | $306k | 854 | 358.31 |
| 2022-06-30 | $323k | 854 | 378.22 |
| 2022-03-31 | $366k | 808 | 452.97 |
| 2021-12-31 | $384k | 805 | 477.02 |
| 2021-09-30 | $344k | 800 | 430.00 |
| 2021-06-30 | $343k | 800 | 428.75 |
| 2018-09-30 | $11k | 40 | 275.00 |
| 2018-06-30 | $10k | 40 | 250.00 |