iShares S&P 500 Index shares owned by Beese Fulmer Investment Management
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Beese Fulmer Investment Management
from 13F filings
Historical chart of Beese Fulmer Investment Management investment in iShares S&P 500 Index
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Quarterly reported holdings in iShares S&P 500 Index by Beese Fulmer Investment Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.8M | 2.7k | 669.37 |
| 2025-06-30 | $1.6M | 2.7k | 620.78 |
| 2025-03-31 | $1.2M | 2.2k | 561.90 |
| 2024-12-31 | $1.2M | 2.0k | 588.68 |
| 2024-09-30 | $1.1M | 2.0k | 576.82 |
| 2024-06-30 | $737k | 1.3k | 547.23 |
| 2024-03-31 | $688k | 1.3k | 525.73 |
| 2023-12-31 | $321k | 672 | 477.63 |
| 2023-09-30 | $302k | 704 | 429.43 |
| 2023-06-30 | $310k | 695 | 445.71 |
| 2023-03-31 | $285k | 693 | 411.08 |
| 2022-12-31 | $274k | 713 | 384.21 |
| 2021-09-30 | $215k | 500 | 430.00 |
| 2020-06-30 | $13k | 43 | 302.33 |
More positions owned by Beese Fulmer Investment Management
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