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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

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Quarterly reported holdings in iShares S&P 500 Index by Commonwealth Retirement Investments

Quarter filed Position value Share count Share price at filing
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