iShares S&P 500 Index shares owned by DiMeo Schneider & Associates
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by DiMeo Schneider & Associates
from 13F filings
Historical chart of DiMeo Schneider & Associates investment in iShares S&P 500 Index
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Quarterly reported holdings in iShares S&P 500 Index by DiMeo Schneider & Associates
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $67M | 100k | 669.30 |
| 2025-06-30 | $62M | 99k | 620.90 |
| 2025-03-31 | $55M | 97k | 561.91 |
| 2024-12-31 | $72M | 123k | 588.68 |
| 2024-09-30 | $80M | 138k | 576.82 |
| 2024-06-30 | $71M | 130k | 547.23 |
| 2024-03-31 | $51M | 97k | 525.73 |
| 2023-12-31 | $46M | 96k | 477.63 |
| 2023-09-30 | $41M | 95k | 431.42 |
| 2023-06-30 | $44M | 99k | 445.71 |
| 2023-03-31 | $41M | 99k | 411.08 |
| 2022-12-31 | $40M | 105k | 384.21 |
| 2022-09-30 | $41M | 114k | 358.65 |
| 2022-06-30 | $44M | 117k | 379.15 |
| 2022-03-31 | $48M | 106k | 453.69 |
| 2021-12-31 | $51M | 106k | 476.99 |
| 2021-09-30 | $48M | 111k | 430.82 |
| 2021-06-30 | $50M | 117k | 429.92 |
| 2021-03-31 | $48M | 120k | 397.82 |
| 2020-12-31 | $13M | 36k | 375.40 |
| 2020-09-30 | $11M | 33k | 336.06 |
| 2020-06-30 | $11M | 37k | 309.68 |
| 2020-03-31 | $16M | 60k | 258.40 |
| 2019-12-31 | $12M | 36k | 323.24 |
| 2019-09-30 | $11M | 37k | 298.53 |
| 2019-06-30 | $11M | 37k | 294.74 |
| 2019-03-31 | $17M | 60k | 284.56 |
| 2018-12-31 | $37M | 148k | 251.61 |
| 2018-09-30 | $46M | 156k | 292.73 |
| 2018-06-30 | $44M | 160k | 273.05 |
| 2018-03-31 | $42M | 157k | 265.37 |
| 2017-12-31 | $47M | 175k | 268.85 |
More positions owned by DiMeo Schneider & Associates
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