iShares S&P 500 Index shares owned by Copperleaf Capital
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Copperleaf Capital
from 13F filings
Historical chart of Copperleaf Capital investment in iShares S&P 500 Index
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All positions including iShares S&P 500 Index held by Copperleaf Capital 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 Copperleaf Capital
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-06-30 | $13M | 24k | 547.23 |
| 2024-03-31 | $16M | 30k | 525.73 |
| 2023-12-31 | $13M | 26k | 477.62 |
| 2023-09-30 | $11M | 26k | 429.42 |
| 2023-06-30 | $9.8M | 22k | 445.70 |
| 2023-03-31 | $9.2M | 22k | 411.08 |
| 2022-12-31 | $9.2M | 24k | 384.21 |
| 2022-09-30 | $8.2M | 23k | 358.64 |
| 2022-03-31 | $291k | 642 | 453.27 |
| 2021-12-31 | $362k | 759 | 476.94 |
| 2021-09-30 | $249k | 578 | 430.80 |
| 2021-06-30 | $284k | 660 | 430.30 |
| 2021-03-31 | $263k | 660 | 398.48 |
| 2020-12-31 | $334k | 890 | 375.28 |
| 2020-09-30 | $5.3M | 16k | 336.05 |
| 2020-06-30 | $5.2M | 17k | 309.69 |
| 2020-03-31 | $5.3M | 20k | 258.39 |
| 2019-12-31 | $6.9M | 21k | 323.23 |