iShares S&P 500 Index shares owned by Cutler Investment Counsel
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Cutler Investment Counsel
from 13F filings
Historical chart of Cutler Investment Counsel investment in iShares S&P 500 Index
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Quarterly reported holdings in iShares S&P 500 Index by Cutler Investment Counsel
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $7.1M | 15k | 477.63 |
| 2023-09-30 | $5.0M | 12k | 431.27 |
| 2023-06-30 | $5.1M | 12k | 445.72 |
| 2023-03-31 | $4.7M | 11k | 411.06 |
| 2022-12-31 | $5.2M | 14k | 384.21 |
| 2022-09-30 | $5.4M | 15k | 358.68 |
| 2022-06-30 | $5.0M | 13k | 379.19 |
| 2022-03-31 | $5.8M | 13k | 453.71 |
| 2021-12-31 | $1.6M | 3.4k | 477.11 |
| 2021-09-30 | $1.5M | 3.4k | 430.72 |
| 2021-06-30 | $1.4M | 3.3k | 429.82 |
| 2021-03-31 | $1.9M | 4.8k | 397.83 |
| 2020-12-31 | $1.7M | 4.6k | 375.44 |
| 2020-09-30 | $1.6M | 4.7k | 336.03 |
| 2020-06-30 | $1.1M | 3.4k | 309.55 |
| 2020-03-31 | $832k | 3.2k | 258.30 |
| 2019-12-31 | $1.2M | 3.7k | 323.39 |
| 2019-09-30 | $980k | 3.3k | 298.42 |
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