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iShares S&P 500 Index shares owned by Douglass Winthrop Advisors

Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Douglass Winthrop Advisors from 13F filings

Historical chart of Douglass Winthrop Advisors investment in iShares S&P 500 Index

Tip: Access up to 7 years of quarterly data

All positions including iShares S&P 500 Index held by Douglass Winthrop Advisors 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 Douglass Winthrop Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $414k 867 477.63
2023-09-30 $372k 867 429.43
2023-06-30 $386k 867 445.71
2023-03-31 $356k 867 410.61
2016-06-30 $483k 2.5k 192.58
2015-12-31 $516k 2.5k 207.90
2015-09-30 $483k 2.5k 192.58
2015-06-30 $516k 2.5k 207.90
2015-03-31 $516k 2.5k 207.90
2014-12-31 $511k 2.5k 206.97