iShares S&P 500 Index shares owned by D.B. Root & Company
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by D.B. Root & Company
from 13F filings
Historical chart of D.B. Root & Company investment in iShares S&P 500 Index
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Quarterly reported holdings in iShares S&P 500 Index by D.B. Root & Company
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $706k | 1.2k | 577.27 |
| 2024-06-30 | $309k | 564 | 548.11 |
| 2024-03-31 | $297k | 564 | 525.99 |
| 2023-12-31 | $231k | 484 | 477.25 |
| 2023-09-30 | $209k | 487 | 429.28 |
| 2023-06-30 | $214k | 480 | 445.55 |
| 2023-03-31 | $202k | 491 | 411.25 |
| 2022-03-31 | $220k | 485 | 453.61 |
| 2021-12-31 | $271k | 570 | 475.44 |
| 2021-09-30 | $261k | 606 | 430.69 |
| 2021-06-30 | $310k | 721 | 429.96 |
| 2021-03-31 | $287k | 723 | 396.96 |
| 2020-12-31 | $271k | 723 | 374.83 |
| 2020-09-30 | $613k | 1.8k | 336.07 |
| 2020-06-30 | $595k | 1.9k | 309.57 |
| 2020-03-31 | $500k | 1.9k | 258.00 |
| 2019-12-31 | $712k | 2.2k | 323.34 |
| 2019-09-30 | $697k | 2.3k | 298.50 |
| 2019-06-30 | $768k | 2.6k | 294.59 |
| 2019-03-31 | $1.2M | 4.2k | 284.51 |
| 2018-12-31 | $1.5M | 5.1k | 292.73 |
| 2018-09-30 | $1.5M | 5.1k | 292.73 |
| 2018-06-30 | $1.5M | 5.4k | 273.01 |
| 2018-03-31 | $1.5M | 5.5k | 265.37 |
| 2017-12-31 | $1.2M | 4.5k | 268.81 |