iShares S&P 500 Index shares owned by Cypress Wealth Services
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Cypress Wealth Services
from 13F filings
Historical chart of Cypress Wealth Services investment in iShares S&P 500 Index
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All positions including iShares S&P 500 Index held by Cypress Wealth Services 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 Cypress Wealth Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $35M | 61k | 576.82 |
| 2024-06-30 | $35M | 63k | 547.23 |
| 2024-03-31 | $34M | 65k | 525.73 |
| 2023-12-31 | $36M | 76k | 477.63 |
| 2023-09-30 | $31M | 73k | 429.43 |
| 2023-06-30 | $29M | 65k | 453.33 |
| 2023-03-31 | $28M | 67k | 411.08 |
| 2022-12-31 | $27M | 70k | 384.21 |
| 2022-09-30 | $26M | 71k | 364.32 |
| 2022-06-30 | $27M | 70k | 379.15 |
| 2022-03-31 | $32M | 70k | 453.68 |
| 2021-12-31 | $25M | 53k | 476.99 |
| 2021-09-30 | $23M | 53k | 430.81 |
| 2021-06-30 | $25M | 58k | 429.92 |
| 2021-03-31 | $39M | 98k | 397.82 |
| 2020-12-31 | $37M | 98k | 375.39 |
| 2020-09-30 | $31M | 91k | 336.06 |
| 2020-06-30 | $27M | 87k | 309.69 |
| 2020-03-31 | $19M | 72k | 258.41 |
| 2019-12-31 | $20M | 62k | 323.24 |
| 2019-09-30 | $12M | 41k | 298.53 |
| 2019-06-30 | $9.4M | 32k | 294.73 |
| 2019-03-31 | $8.1M | 28k | 284.55 |
| 2018-12-31 | $5.8M | 23k | 251.62 |
| 2018-09-30 | $5.5M | 19k | 292.71 |
| 2018-06-30 | $4.4M | 16k | 273.07 |
| 2018-03-31 | $3.1M | 12k | 265.40 |
| 2017-12-31 | $2.9M | 11k | 268.83 |