iShares S&P 500 Index shares owned by Aull & Monroe Investment Management Corp.
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Aull & Monroe Investment Management Corp.
from 13F filings
Historical chart of Aull & Monroe Investment Management Corp. investment in iShares S&P 500 Index
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Quarterly reported holdings in iShares S&P 500 Index by Aull & Monroe Investment Management Corp.
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $268k | 400 | 669.30 |
| 2025-06-30 | $248k | 400 | 620.90 |
| 2025-03-31 | $225k | 400 | 561.90 |
| 2024-12-31 | $236k | 400 | 588.68 |
| 2024-09-30 | $231k | 400 | 576.82 |
| 2024-06-30 | $219k | 400 | 547.23 |
| 2024-03-31 | $210k | 400 | 525.73 |
| 2021-12-31 | $245k | 514 | 476.65 |
| 2021-09-30 | $221k | 514 | 429.96 |
| 2021-03-31 | $204k | 514 | 396.89 |
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