iShares S&P 500 Index shares owned by Altrius Capital Management
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Altrius Capital Management
from 13F filings
Historical chart of Altrius Capital Management investment in iShares S&P 500 Index
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All positions including iShares S&P 500 Index held by Altrius 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 Altrius Capital Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $362k | 757 | 477.63 |
| 2023-09-30 | $325k | 757 | 429.43 |
| 2023-06-30 | $425k | 954 | 445.71 |
| 2023-03-31 | $375k | 913 | 411.08 |
| 2022-12-31 | $351k | 913 | 384.21 |
| 2022-09-30 | $327k | 913 | 358.16 |
| 2022-06-30 | $353k | 933 | 378.35 |
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