iShares S&P 500 Index shares owned by Appleton Partners
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Appleton Partners
from 13F filings
Historical chart of Appleton Partners investment in iShares S&P 500 Index
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Quarterly reported holdings in iShares S&P 500 Index by Appleton Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $3.5M | 5.2k | 669.29 |
| 2025-06-30 | $3.4M | 5.4k | 620.88 |
| 2025-03-31 | $2.8M | 5.0k | 561.87 |
| 2024-12-31 | $2.9M | 4.9k | 588.69 |
| 2024-09-30 | $2.9M | 5.1k | 576.91 |
| 2024-06-30 | $2.9M | 5.3k | 547.34 |
| 2024-03-31 | $2.8M | 5.3k | 525.80 |
| 2023-12-31 | $2.6M | 5.4k | 477.70 |
| 2023-09-30 | $2.3M | 5.3k | 429.49 |
| 2023-06-30 | $2.4M | 5.3k | 445.79 |
| 2023-03-31 | $2.2M | 5.3k | 411.03 |
| 2022-12-31 | $2.0M | 5.1k | 384.12 |
| 2022-09-30 | $1.8M | 5.1k | 358.56 |
| 2022-06-30 | $2.0M | 5.3k | 379.07 |
| 2022-03-31 | $2.5M | 5.5k | 453.74 |
| 2021-12-31 | $2.4M | 5.0k | 477.03 |
| 2021-09-30 | $2.2M | 5.0k | 430.70 |
| 2021-06-30 | $2.0M | 4.7k | 429.98 |
| 2021-03-31 | $1.9M | 4.7k | 397.83 |
| 2020-12-31 | $1.9M | 5.0k | 375.35 |
| 2020-09-30 | $1.8M | 5.4k | 336.17 |
| 2020-06-30 | $1.9M | 6.0k | 309.65 |
| 2020-03-31 | $1.6M | 6.1k | 258.31 |
| 2019-12-31 | $2.0M | 6.2k | 323.25 |
| 2019-09-30 | $1.9M | 6.2k | 298.45 |
| 2019-06-30 | $1.8M | 6.2k | 294.66 |
| 2019-03-31 | $1.9M | 6.7k | 284.49 |
| 2018-12-31 | $1.7M | 6.8k | 251.61 |
| 2018-09-30 | $2.0M | 6.8k | 292.73 |
| 2018-06-30 | $1.7M | 6.1k | 272.95 |
| 2018-03-31 | $1.2M | 4.6k | 265.29 |
| 2017-12-31 | $1.3M | 4.7k | 268.85 |
| 2017-09-30 | $1.2M | 4.8k | 252.97 |
| 2017-06-30 | $1.2M | 5.1k | 243.35 |
| 2017-03-31 | $1.6M | 6.8k | 237.22 |