iShares S&P 500 Index shares owned by Baxter Brothers
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Baxter Brothers
from 13F filings
Historical chart of Baxter Brothers investment in iShares S&P 500 Index
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Quarterly reported holdings in iShares S&P 500 Index by Baxter Brothers
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $492k | 735 | 669.30 |
| 2025-06-30 | $476k | 766 | 620.90 |
| 2025-03-31 | $430k | 766 | 561.90 |
| 2024-12-31 | $436k | 741 | 588.68 |
| 2024-09-30 | $427k | 741 | 576.82 |
| 2024-06-30 | $406k | 741 | 547.23 |
| 2024-03-31 | $390k | 741 | 525.73 |
| 2023-12-31 | $354k | 741 | 477.63 |
| 2023-09-30 | $318k | 741 | 429.43 |