iShares S&P 500 Index shares owned by Birchbrook
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Birchbrook
from 13F filings
Historical chart of Birchbrook investment in iShares S&P 500 Index
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Quarterly reported holdings in iShares S&P 500 Index by Birchbrook
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $27k | 40 | 669.30 |
| 2025-06-30 | $25k | 40 | 620.90 |
| 2025-03-31 | $46k | 82 | 561.94 |
| 2024-12-31 | $48k | 82 | 588.69 |
| 2024-09-30 | $34k | 58 | 576.83 |
| 2024-06-30 | $32k | 58 | 547.24 |
| 2024-03-31 | $31k | 58 | 525.74 |
| 2023-12-31 | $3.8k | 8 | 477.75 |