iShares S&P 500 Index shares owned by Columbia Asset Management
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Columbia Asset Management
from 13F filings
Historical chart of Columbia Asset Management investment in iShares S&P 500 Index
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Quarterly reported holdings in iShares S&P 500 Index by Columbia Asset Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $513k | 766 | 669.30 |
| 2025-06-30 | $476k | 766 | 620.90 |
| 2025-03-31 | $430k | 766 | 561.90 |
| 2024-12-31 | $451k | 766 | 588.68 |
| 2024-09-30 | $442k | 766 | 577.02 |
| 2024-06-30 | $419k | 766 | 547.00 |
| 2024-03-31 | $384k | 803 | 478.21 |
| 2023-12-31 | $384k | 803 | 478.21 |
| 2023-09-30 | $345k | 803 | 429.64 |
| 2023-06-30 | $358k | 803 | 445.83 |
| 2023-03-31 | $291k | 709 | 410.44 |
| 2022-12-31 | $272k | 709 | 383.64 |
| 2022-09-30 | $254k | 709 | 358.25 |
| 2022-06-30 | $269k | 709 | 379.41 |
| 2021-12-31 | $338k | 709 | 476.73 |
| 2021-09-30 | $305k | 709 | 430.18 |