iShares S&P 500 Index shares owned by Am Investment Strategies
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Am Investment Strategies
from 13F filings
Historical chart of Am Investment Strategies investment in iShares S&P 500 Index
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All positions including iShares S&P 500 Index held by Am Investment Strategies 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 Am Investment Strategies
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $567k | 847 | 669.42 |
| 2025-06-30 | $525k | 847 | 619.83 |
| 2025-03-31 | $475k | 846 | 561.47 |
| 2024-12-31 | $498k | 845 | 589.35 |
| 2024-09-30 | $487k | 845 | 576.33 |
| 2024-06-30 | $364k | 664 | 548.19 |
| 2024-03-31 | $342k | 651 | 525.35 |
| 2023-12-31 | $311k | 651 | 477.73 |
| 2023-09-30 | $279k | 650 | 429.23 |
| 2023-06-30 | $290k | 650 | 446.15 |
| 2023-03-31 | $257k | 624 | 411.86 |
| 2022-12-31 | $240k | 624 | 384.62 |
| 2022-03-31 | $238k | 525 | 453.33 |
| 2021-12-31 | $250k | 525 | 476.19 |