iShares S&P 500 Index shares owned by CSM Advisors
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by CSM Advisors
from 13F filings
Historical chart of CSM Advisors investment in iShares S&P 500 Index
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All positions including iShares S&P 500 Index held by CSM 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 CSM Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-09-30 | $4.3M | 10k | 429.42 |
| 2023-06-30 | $25M | 55k | 445.71 |
| 2023-03-31 | $5.6M | 14k | 411.09 |
| 2022-12-31 | $6.7M | 17k | 384.20 |
| 2022-09-30 | $7.9M | 22k | 358.63 |
| 2022-06-30 | $71M | 188k | 379.15 |
| 2022-03-31 | $47M | 103k | 453.68 |