iShares S&P 500 Index shares owned by Baldrige Asset Management
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Baldrige Asset Management
from 13F filings
Historical chart of Baldrige Asset Management investment in iShares S&P 500 Index
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All positions including iShares S&P 500 Index held by Baldrige Asset Management 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 Baldrige Asset Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-03-31 | $8.0M | 19k | 411.09 |
| 2022-12-31 | $7.4M | 19k | 384.20 |
| 2022-09-30 | $6.7M | 19k | 358.65 |
| 2022-06-30 | $6.8M | 18k | 379.16 |
| 2022-03-31 | $7.7M | 17k | 453.72 |
| 2021-12-31 | $7.6M | 16k | 476.97 |
| 2021-09-30 | $6.6M | 15k | 430.78 |
| 2021-06-30 | $6.7M | 16k | 429.91 |
| 2021-03-31 | $6.4M | 16k | 397.80 |
| 2020-12-31 | $6.0M | 16k | 375.40 |
| 2020-09-30 | $5.4M | 16k | 336.04 |
| 2020-06-30 | $5.1M | 16k | 309.72 |
| 2020-03-31 | $4.2M | 16k | 258.41 |
| 2019-12-31 | $4.3M | 13k | 323.27 |
| 2019-09-30 | $4.3M | 14k | 298.50 |
| 2019-06-30 | $4.9M | 17k | 294.74 |
| 2019-03-31 | $4.8M | 17k | 284.57 |