iShares S&P 500 Index shares owned by David Vaughan Investments
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by David Vaughan Investments
from 13F filings
Historical chart of David Vaughan Investments investment in iShares S&P 500 Index
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All positions including iShares S&P 500 Index held by David Vaughan Investments 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 David Vaughan Investments
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $420k | 628 | 668.79 |
| 2025-06-30 | $248k | 399 | 621.55 |
| 2025-03-31 | $224k | 399 | 561.40 |
| 2024-06-30 | $297k | 542 | 547.97 |
| 2024-03-31 | $342k | 651 | 525.35 |
| 2023-12-31 | $375k | 785 | 477.71 |
| 2023-09-30 | $462k | 1.1k | 428.97 |
| 2021-03-31 | $239k | 600 | 398.33 |
| 2018-06-30 | $499k | 1.8k | 272.98 |
| 2018-03-31 | $1.7M | 6.2k | 265.37 |
| 2017-12-31 | $1.2M | 4.6k | 268.90 |