iShares S&P 500 Index shares owned by Commonwealth Retirement Investments
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Commonwealth Retirement Investments
from 13F filings
Historical chart of Commonwealth Retirement Investments 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 Commonwealth Retirement Investments consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in iShares S&P 500 Index by Commonwealth Retirement Investments
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $5.7M | 8.6k | 669.27 |
| 2025-06-30 | $5.3M | 8.5k | 620.87 |
| 2025-03-31 | $8.0M | 14k | 561.88 |
| 2024-12-31 | $8.5M | 15k | 588.69 |
| 2024-09-30 | $9.2M | 16k | 576.81 |
| 2024-06-30 | $8.6M | 16k | 547.22 |
| 2024-03-31 | $8.9M | 17k | 525.72 |
| 2023-12-31 | $9.1M | 19k | 477.62 |
| 2023-09-30 | $7.8M | 18k | 429.42 |
| 2023-06-30 | $7.2M | 16k | 445.70 |
| 2023-03-31 | $6.6M | 16k | 411.08 |
| 2022-12-31 | $6.1M | 16k | 384.21 |
More positions owned by Commonwealth Retirement Investments
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