iShares S&P 500 Index shares owned by Saxon Interests
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Saxon Interests
from 13F filings
Historical chart of Saxon Interests investment in iShares S&P 500 Index
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All positions including iShares S&P 500 Index held by Saxon Interests 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 Saxon Interests
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $1.7M | 3.3k | 525.73 |
| 2023-12-31 | $1.6M | 3.3k | 477.63 |
| 2023-06-30 | $1.1M | 2.4k | 445.71 |
| 2023-03-31 | $951k | 2.3k | 411.08 |
| 2022-12-31 | $901k | 2.3k | 389.56 |
| 2022-09-30 | $876k | 2.3k | 378.73 |
| 2022-06-30 | $877k | 2.3k | 379.16 |
| 2022-03-31 | $1.0M | 2.3k | 453.52 |
| 2021-12-31 | $1.1M | 2.3k | 471.68 |