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iShares S&P 500 Index shares owned by Aufman Associates

Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Aufman Associates from 13F filings

Historical chart of Aufman Associates 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 Aufman Associates consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares S&P 500 Index by Aufman Associates

Quarter filed Position value Share count Share price at filing
2024-09-30 $4.5M 7.9k 576.79
2024-06-30 $3.9M 7.1k 547.24
2024-03-31 $3.7M 7.1k 525.76
2023-12-31 $3.4M 7.1k 477.65
2023-09-30 $3.0M 6.9k 429.45
2023-06-30 $3.1M 6.9k 445.73
2023-03-31 $2.9M 7.0k 411.05
2022-12-31 $2.7M 6.9k 384.24
2022-09-30 $2.3M 6.5k 358.60
2022-06-30 $2.5M 6.5k 379.16
2022-03-31 $3.0M 6.5k 453.67
2021-12-31 $3.1M 6.6k 477.09
2021-09-30 $2.9M 6.7k 430.88
2021-06-30 $2.9M 6.8k 429.92
2021-03-31 $2.7M 6.8k 397.81
2020-12-31 $2.4M 6.4k 375.33
2020-09-30 $2.2M 6.5k 336.07
2020-06-30 $2.0M 6.6k 309.67
2020-03-31 $1.7M 6.6k 258.36
2019-12-31 $2.1M 6.6k 323.29