iShares S&P 500 Index shares owned by Berkshire Money Management
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Berkshire Money Management
from 13F filings
Historical chart of Berkshire Money Management investment in iShares S&P 500 Index
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Quarterly reported holdings in iShares S&P 500 Index by Berkshire Money Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-06-30 | $253k | 407 | 620.32 |
| 2025-03-31 | $270k | 480 | 561.45 |
| 2024-12-31 | $337k | 572 | 588.22 |
| 2024-03-31 | $299k | 568 | 525.94 |
| 2020-03-31 | $111k | 428 | 259.35 |
| 2019-12-31 | $206k | 636 | 323.90 |
| 2018-12-31 | $225k | 894 | 251.68 |
| 2018-09-30 | $284k | 970 | 292.78 |
| 2018-06-30 | $269k | 970 | 277.32 |
| 2018-03-31 | $257k | 970 | 264.95 |
| 2017-12-31 | $261k | 970 | 269.07 |
| 2017-09-30 | $251k | 970 | 258.76 |
| 2017-06-30 | $236k | 970 | 243.30 |
| 2017-03-31 | $230k | 970 | 237.11 |
| 2016-12-31 | $237k | 1.1k | 224.86 |
| 2016-09-30 | $783k | 3.6k | 217.50 |
| 2016-06-30 | $758k | 3.6k | 210.56 |
More positions owned by Berkshire Money Management
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