iShares S&P 500 Index shares owned by DeDora Capital
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by DeDora Capital
from 13F filings
Historical chart of DeDora Capital investment in iShares S&P 500 Index
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All positions including iShares S&P 500 Index held by DeDora Capital 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 DeDora Capital
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $18M | 34k | 525.73 |
| 2023-12-31 | $15M | 31k | 477.64 |
| 2023-09-30 | $11M | 27k | 429.44 |
| 2023-06-30 | $12M | 27k | 445.72 |
| 2023-03-31 | $12M | 29k | 411.08 |
| 2022-12-31 | $12M | 30k | 384.21 |
| 2022-09-30 | $11M | 31k | 358.65 |
| 2022-06-30 | $12M | 32k | 379.14 |
| 2022-03-31 | $18M | 40k | 453.70 |
| 2021-09-30 | $18M | 42k | 430.82 |
| 2021-06-30 | $18M | 42k | 429.92 |
| 2021-03-31 | $16M | 41k | 397.83 |
| 2020-12-31 | $15M | 39k | 375.40 |
| 2020-09-30 | $13M | 38k | 336.06 |
| 2020-06-30 | $11M | 36k | 309.69 |
| 2020-03-31 | $234k | 904 | 258.85 |
| 2019-12-31 | $291k | 901 | 322.97 |
| 2019-09-30 | $268k | 897 | 298.77 |