iShares S&P 500 Index shares owned by Collier Financial
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Collier Financial
from 13F filings
Historical chart of Collier Financial 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 Collier Financial consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in iShares S&P 500 Index by Collier Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $582k | 850 | 685.19 |
| 2025-09-30 | $573k | 856 | 669.45 |
| 2025-03-31 | $574k | 1.0k | 561.87 |
| 2024-12-31 | $8.8M | 15k | 588.69 |