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iShares S&P 500 Index shares owned by Independent Portfolio Consultants

Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Independent Portfolio Consultants from 13F filings

Historical chart of Independent Portfolio Consultants 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 Independent Portfolio Consultants 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 Independent Portfolio Consultants

Quarter filed Position value Share count Share price at filing
2017-06-30 $370k 1.5k 243.26
2015-06-30 $21k 100 210.00
2015-03-31 $21k 100 210.00
2014-12-31 $76k 365 208.22
2014-09-30 $68k 345 197.10
2014-06-30 $20k 100 200.00