iShares S&P 500 Index shares owned by Annapolis Financial Services
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Annapolis Financial Services
from 13F filings
Historical chart of Annapolis Financial Services 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 Annapolis Financial Services 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 Annapolis Financial Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $5.3M | 9.1k | 576.81 |
| 2024-06-30 | $5.3M | 9.6k | 547.22 |
| 2024-03-31 | $5.2M | 10k | 525.71 |
| 2023-12-31 | $5.0M | 11k | 477.64 |
| 2023-09-30 | $5.4M | 13k | 429.43 |
| 2023-06-30 | $5.6M | 13k | 445.71 |
| 2023-03-31 | $5.2M | 13k | 411.08 |
| 2022-12-31 | $4.9M | 13k | 384.21 |
| 2022-09-30 | $4.7M | 13k | 358.68 |
| 2022-06-30 | $5.0M | 13k | 379.14 |
| 2022-03-31 | $6.2M | 14k | 453.73 |
| 2021-12-31 | $6.4M | 14k | 476.99 |
| 2021-09-30 | $6.0M | 14k | 430.84 |
| 2021-06-30 | $6.1M | 14k | 429.90 |
| 2021-03-31 | $5.9M | 15k | 397.83 |
| 2020-12-31 | $5.8M | 15k | 375.36 |
More positions owned by Annapolis Financial Services
View all positions for Annapolis Financial Services