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iShares S&P 500 Index shares owned by Crestwood Advisors

Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Crestwood Advisors from 13F filings

Historical chart of Crestwood Advisors 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 Crestwood Advisors 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 Crestwood Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $62M 108k 576.82
2024-06-30 $45M 82k 547.23
2024-03-31 $45M 85k 525.73
2023-12-31 $40M 83k 477.63
2023-09-30 $31M 72k 429.43
2023-06-30 $25M 57k 445.71
2023-03-31 $15M 38k 411.08
2022-12-31 $16M 40k 384.21
2022-09-30 $9.8M 27k 358.64
2022-06-30 $13M 34k 379.15
2022-03-31 $14M 31k 453.70
2021-12-31 $18M 37k 476.98
2021-09-30 $14M 33k 430.82
2021-06-30 $14M 33k 429.94
2021-03-31 $13M 33k 397.83
2020-12-31 $12M 32k 375.38
2020-09-30 $12M 34k 336.07
2020-06-30 $16M 52k 309.70
2020-03-31 $13M 48k 258.39
2019-12-31 $17M 53k 323.24
2019-09-30 $18M 60k 298.52
2019-06-30 $12M 41k 294.75
2019-03-31 $11M 38k 284.57
2018-12-31 $12M 47k 251.60
2018-09-30 $37M 128k 292.73
2018-06-30 $37M 130k 284.11
2018-03-31 $34M 129k 265.37
2017-12-31 $37M 139k 268.85
2017-09-30 $37M 145k 252.93
2017-06-30 $35M 141k 248.55
2017-03-31 $34M 144k 237.27
2016-12-31 $35M 154k 224.99
2016-09-30 $30M 137k 217.56
2016-06-30 $29M 136k 210.50
2016-03-31 $28M 133k 206.65
2015-12-31 $25M 123k 204.87
2015-09-30 $4.7M 24k 192.70
2015-06-30 $6.8M 33k 207.22