iShares S&P 500 Index shares owned by AtlasMark Financial
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by AtlasMark Financial
from 13F filings
Historical chart of AtlasMark Financial investment in iShares S&P 500 Index
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Quarterly reported holdings in iShares S&P 500 Index by AtlasMark Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-03-31 | $23M | 33k | 684.93 |
| 2025-12-31 | $23M | 33k | 684.93 |
| 2025-09-30 | $21M | 32k | 669.30 |
| 2025-06-30 | $19M | 30k | 620.89 |
| 2025-03-31 | $15M | 26k | 561.90 |
| 2024-12-31 | $15M | 26k | 588.68 |
| 2024-09-30 | $15M | 25k | 576.82 |
| 2023-06-30 | $10M | 23k | 445.71 |
| 2023-03-31 | $9.5M | 23k | 411.08 |
| 2022-09-30 | $8.4M | 23k | 358.65 |
| 2022-06-30 | $8.0M | 21k | 379.15 |
| 2022-03-31 | $9.1M | 20k | 453.69 |
| 2021-12-31 | $9.2M | 19k | 476.99 |
| 2021-09-30 | $8.1M | 19k | 430.82 |
| 2021-06-30 | $8.1M | 19k | 429.92 |
| 2021-03-31 | $7.5M | 19k | 397.82 |
| 2020-12-31 | $6.9M | 19k | 375.39 |
| 2020-09-30 | $6.2M | 19k | 336.06 |
| 2020-06-30 | $5.5M | 18k | 309.69 |
| 2020-03-31 | $4.3M | 17k | 258.40 |
| 2019-12-31 | $3.8M | 12k | 323.24 |
| 2019-09-30 | $3.5M | 12k | 298.52 |