iShares S&P 500 Index shares owned by A.N. Culbertson & Company
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by A.N. Culbertson & Company
from 13F filings
Historical chart of A.N. Culbertson & Company 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 A.N. Culbertson & Company consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in iShares S&P 500 Index by A.N. Culbertson & Company
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $952k | 1.4k | 684.94 |
| 2025-09-30 | $937k | 1.4k | 669.30 |
| 2025-06-30 | $882k | 1.4k | 620.90 |
| 2025-03-31 | $789k | 1.4k | 561.90 |
| 2024-12-31 | $854k | 1.5k | 588.68 |
| 2024-09-30 | $889k | 1.5k | 576.82 |
| 2024-06-30 | $865k | 1.6k | 547.23 |
| 2024-03-31 | $836k | 1.6k | 525.73 |
| 2023-12-31 | $784k | 1.6k | 477.63 |
| 2023-09-30 | $720k | 1.7k | 429.43 |
| 2023-06-30 | $752k | 1.7k | 445.71 |
| 2023-03-31 | $712k | 1.7k | 411.08 |
| 2022-12-31 | $665k | 1.7k | 384.21 |
| 2022-09-30 | $460k | 1.3k | 357.98 |
| 2022-06-30 | $487k | 1.3k | 378.99 |
| 2022-03-31 | $582k | 1.3k | 452.92 |
| 2021-12-31 | $612k | 1.3k | 476.26 |
| 2021-09-30 | $553k | 1.3k | 430.35 |
| 2021-06-30 | $552k | 1.3k | 429.57 |
| 2021-03-31 | $511k | 1.3k | 397.67 |
| 2020-12-31 | $486k | 1.3k | 375.29 |
| 2020-09-30 | $524k | 1.6k | 335.90 |
| 2020-06-30 | $487k | 1.6k | 309.60 |
| 2020-03-31 | $406k | 1.6k | 258.11 |
| 2019-12-31 | $508k | 1.6k | 322.95 |
| 2019-09-30 | $456k | 1.5k | 298.43 |
| 2019-06-30 | $384k | 1.3k | 294.70 |
| 2019-03-31 | $371k | 1.3k | 284.73 |
| 2018-12-31 | $323k | 1.3k | 251.75 |
| 2018-09-30 | $493k | 1.7k | 292.76 |
| 2018-06-30 | $446k | 1.6k | 273.12 |
| 2018-03-31 | $433k | 1.6k | 265.16 |
| 2017-12-31 | $305k | 1.1k | 269.20 |