iShares S&P 500 Index shares owned by Athena Investment Management
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Athena Investment Management
from 13F filings
Historical chart of Athena Investment Management investment in iShares S&P 500 Index
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Quarterly reported holdings in iShares S&P 500 Index by Athena Investment Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.5M | 2.3k | 669.30 |
| 2025-06-30 | $1.4M | 2.3k | 620.90 |
| 2025-03-31 | $1.3M | 2.4k | 561.90 |
| 2024-12-31 | $1.4M | 2.4k | 588.68 |
| 2024-09-30 | $1.4M | 2.4k | 576.82 |
| 2024-06-30 | $1.3M | 2.4k | 547.23 |
| 2024-03-31 | $1.3M | 2.4k | 525.73 |
| 2023-09-30 | $1.0M | 2.4k | 429.43 |
| 2023-06-30 | $1.1M | 2.4k | 445.71 |
| 2023-03-31 | $1.0M | 2.4k | 411.08 |
| 2022-12-31 | $935k | 2.4k | 384.21 |
| 2022-09-30 | $873k | 2.4k | 358.67 |
| 2022-06-30 | $741k | 2.0k | 379.22 |
| 2022-03-31 | $260k | 584 | 445.21 |
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