iShares S&P 500 Index shares owned by tru Independence
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by tru Independence
from 13F filings
Historical chart of tru Independence investment in iShares S&P 500 Index
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Quarterly reported holdings in iShares S&P 500 Index by tru Independence
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $2.0M | 3.8k | 525.71 |
| 2023-12-31 | $1.9M | 3.9k | 477.67 |
| 2023-09-30 | $4.2M | 9.7k | 429.43 |
| 2023-06-30 | $4.1M | 9.2k | 445.72 |
| 2023-03-31 | $3.9M | 9.4k | 411.09 |
| 2022-12-31 | $4.9M | 13k | 384.22 |
| 2022-09-30 | $4.6M | 13k | 358.64 |
| 2022-06-30 | $5.3M | 14k | 379.20 |
| 2022-03-31 | $6.2M | 14k | 453.72 |
| 2021-12-31 | $9.1M | 19k | 477.04 |
| 2021-09-30 | $7.9M | 18k | 430.83 |
| 2021-06-30 | $7.7M | 18k | 429.90 |
| 2021-03-31 | $20M | 49k | 398.39 |
| 2020-12-31 | $552k | 1.5k | 375.39 |
| 2020-09-30 | $12M | 36k | 336.06 |
| 2020-06-30 | $246k | 797 | 308.66 |
| 2019-12-31 | $4.7M | 18k | 258.82 |