iShares S&P 500 Index shares owned by Kms Financial Services
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Kms Financial Services
from 13F filings
Historical chart of Kms Financial Services investment in iShares S&P 500 Index
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All positions including iShares S&P 500 Index held by Kms Financial Services 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 Kms Financial Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2014-09-30 | $3.8M | 19k | 197.57 |
| 2014-06-30 | $5.6M | 29k | 196.64 |
| 2014-03-31 | $4.4M | 24k | 188.10 |
| 2013-12-31 | $4.1M | 22k | 185.29 |
| 2013-09-30 | $2.8M | 17k | 168.90 |
| 2013-06-30 | $3.0M | 19k | 161.05 |