iShares S&P 500 Index shares owned by Dfpg Investments
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Dfpg Investments
from 13F filings
Historical chart of Dfpg Investments investment in iShares S&P 500 Index
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All positions including iShares S&P 500 Index held by Dfpg 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 Dfpg Investments
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $22M | 47k | 471.01 |
| 2023-09-30 | $18M | 42k | 435.85 |
| 2023-06-30 | $12M | 27k | 457.46 |
| 2023-03-31 | $8.0M | 20k | 411.08 |
| 2022-12-31 | $2.6M | 6.7k | 397.25 |
| 2022-09-30 | $1.5M | 3.9k | 375.83 |
| 2022-06-30 | $912k | 2.4k | 384.00 |
| 2022-03-31 | $943k | 2.1k | 439.83 |
| 2021-12-31 | $964k | 2.1k | 448.79 |
| 2021-09-30 | $902k | 2.0k | 444.34 |
| 2021-06-30 | $461k | 1.1k | 437.38 |
| 2021-03-31 | $409k | 1.0k | 407.78 |
| 2020-12-31 | $265k | 693 | 382.40 |
| 2020-09-30 | $239k | 700 | 341.43 |
| 2020-06-30 | $206k | 653 | 315.47 |
| 2020-03-31 | $223k | 799 | 279.10 |
| 2019-12-31 | $215k | 652 | 329.75 |