iShares S&P 500 Index shares owned by Curbstone Financial Management
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Curbstone Financial Management
from 13F filings
Historical chart of Curbstone Financial Management investment in iShares S&P 500 Index
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All positions including iShares S&P 500 Index held by Curbstone Financial Management consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in iShares S&P 500 Index by Curbstone Financial Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.6M | 3.8k | 669.30 |
| 2025-06-30 | $2.4M | 3.8k | 620.90 |
| 2025-03-31 | $2.5M | 4.5k | 561.90 |
| 2024-12-31 | $3.2M | 5.4k | 588.68 |
| 2024-09-30 | $3.0M | 5.3k | 576.82 |
| 2024-06-30 | $2.8M | 5.2k | 547.23 |
| 2024-03-31 | $2.3M | 4.4k | 525.73 |
| 2023-12-31 | $760k | 1.6k | 477.63 |
| 2023-09-30 | $512k | 1.2k | 429.43 |
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