iShares S&P 500 Index shares owned by Bull Oak Capital
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Bull Oak Capital
from 13F filings
Historical chart of Bull Oak Capital investment in iShares S&P 500 Index
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All positions including iShares S&P 500 Index held by Bull Oak Capital 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 Bull Oak Capital
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $72M | 108k | 669.30 |
| 2025-06-30 | $65M | 105k | 620.90 |
| 2025-03-31 | $54M | 96k | 561.90 |
| 2024-12-31 | $55M | 93k | 588.68 |
| 2024-09-30 | $46M | 79k | 576.82 |
| 2024-06-30 | $41M | 75k | 547.24 |
| 2024-03-31 | $31M | 59k | 525.73 |
| 2023-12-31 | $23M | 49k | 477.63 |
| 2023-09-30 | $18M | 43k | 429.43 |
| 2023-06-30 | $19M | 43k | 445.72 |
| 2023-03-31 | $18M | 43k | 411.08 |
| 2022-12-31 | $29M | 75k | 384.21 |
| 2022-09-30 | $18M | 51k | 358.65 |
| 2022-06-30 | $16M | 42k | 379.14 |
| 2022-03-31 | $18M | 39k | 453.68 |
| 2021-12-31 | $15M | 32k | 477.00 |