iShares S&P 500 Index shares owned by D L Carlson Investment Group
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by D L Carlson Investment Group
from 13F filings
Historical chart of D L Carlson Investment Group 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 D L Carlson Investment Group consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in iShares S&P 500 Index by D L Carlson Investment Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $874k | 1.3k | 669.33 |
| 2025-06-30 | $823k | 1.3k | 620.92 |
| 2025-03-31 | $730k | 1.3k | 561.78 |
| 2024-12-31 | $729k | 1.2k | 588.55 |
| 2024-09-30 | $704k | 1.2k | 576.69 |
| 2024-06-30 | $668k | 1.2k | 547.11 |
| 2024-03-31 | $641k | 1.2k | 525.61 |
| 2023-12-31 | $615k | 1.2k | 504.24 |
| 2023-09-30 | $1.2M | 2.9k | 429.39 |
| 2023-06-30 | $1.3M | 2.9k | 445.67 |
| 2023-03-31 | $1.2M | 2.9k | 411.21 |
| 2022-12-31 | $1.2M | 3.2k | 384.11 |
| 2022-09-30 | $1.1M | 3.2k | 358.67 |
| 2022-06-30 | $1.2M | 3.2k | 379.08 |
| 2022-03-31 | $1.4M | 3.2k | 453.52 |
| 2021-12-31 | $1.5M | 3.2k | 477.07 |
| 2021-09-30 | $1.4M | 3.2k | 430.90 |
| 2021-06-30 | $1.4M | 3.2k | 429.96 |
| 2021-03-31 | $1.3M | 3.2k | 397.93 |
| 2020-12-31 | $1.3M | 3.4k | 375.37 |
| 2020-09-30 | $1.2M | 3.5k | 336.17 |
| 2020-06-30 | $1.1M | 3.6k | 309.64 |
| 2020-03-31 | $920k | 3.6k | 258.50 |
| 2019-12-31 | $1.3M | 4.0k | 323.19 |
| 2019-09-30 | $1.2M | 4.0k | 298.50 |
| 2019-06-30 | $644k | 2.2k | 294.60 |
| 2019-03-31 | $622k | 2.2k | 284.54 |
More positions owned by D L Carlson Investment Group
View all positions for D L Carlson Investment Group