iShares S&P 500 Index shares owned by Cobblestone Asset Management
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Cobblestone Asset Management
from 13F filings
Historical chart of Cobblestone Asset Management investment in iShares S&P 500 Index
Tip: Access up to 7 years of quarterly data
All positions including iShares S&P 500 Index held by Cobblestone Asset Management consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in iShares S&P 500 Index by Cobblestone Asset Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $14M | 21k | 669.31 |
| 2025-06-30 | $12M | 19k | 620.91 |
| 2025-03-31 | $23M | 41k | 561.91 |
| 2024-12-31 | $24M | 41k | 588.69 |
| 2024-09-30 | $25M | 43k | 576.83 |
| 2024-06-30 | $27M | 49k | 547.23 |
| 2024-03-31 | $32M | 61k | 525.73 |
| 2023-12-31 | $41M | 85k | 477.63 |
| 2023-09-30 | $30M | 69k | 429.43 |
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