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
Download as csv
Download as Excel
Quarterly reported holdings in iShares S&P 500 Index by Aufman Associates
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 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 |