iShares S&P 500 Index shares owned by Altrius Capital Management
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Altrius Capital Management
from 13F filings
Historical chart of Altrius Capital Management 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 Altrius Capital Management consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in iShares S&P 500 Index by Altrius Capital Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $253k | 378 | 669.30 |
| 2025-06-30 | $259k | 417 | 620.90 |
| 2025-03-31 | $234k | 417 | 561.90 |
| 2024-12-31 | $256k | 435 | 588.68 |
| 2024-09-30 | $297k | 514 | 576.91 |
| 2024-06-30 | $394k | 720 | 547.23 |
| 2024-03-31 | $509k | 968 | 525.73 |
| 2023-12-31 | $362k | 757 | 477.63 |
| 2023-09-30 | $325k | 757 | 429.43 |
| 2023-06-30 | $425k | 954 | 445.71 |
| 2023-03-31 | $375k | 913 | 411.08 |
| 2022-12-31 | $351k | 913 | 384.21 |
| 2022-09-30 | $327k | 913 | 358.16 |
| 2022-06-30 | $353k | 933 | 378.35 |
More positions owned by Altrius Capital Management
View all positions for Altrius Capital Management