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iShares S&P 500 Index shares owned by Avalon Trust

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

Historical chart of Avalon Trust 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 Avalon Trust 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 Avalon Trust

Quarter filed Position value Share count Share price at filing
2023-12-31 $91k 190 477.63
2023-09-30 $86k 200 429.43
2023-06-30 $89k 200 445.71
2023-03-31 $82k 200 411.08

More positions owned by Avalon Trust

Microsoft Corporation (MSFT)
Apple (AAPL)
Alphabet Cap Stk Cl C (GOOG)
Amazon (AMZN)
Broadcom (AVGO)
Visa Com Cl A (V)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Lowe's Companies (LOW)
Ishares Tr Ishares Semicdtr (SOXX)
Progressive Corporation (PGR)
Mondelez Intl Cl A (MDLZ)
NVR (NVR)
CVS Caremark Corporation (CVS)
Vaneck Etf Trust Pharmaceutcl Etf (PPH)
PNC Financial Services (PNC)

View all positions for Avalon Trust

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Us Bancorp
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