iShares S&P 500 Index shares owned by Disciplined Investments
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Disciplined Investments
from 13F filings
Historical chart of Disciplined Investments investment in iShares S&P 500 Index
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All positions including iShares S&P 500 Index held by Disciplined 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 Disciplined Investments
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $1.9M | 3.6k | 525.76 |
| 2023-12-31 | $1.7M | 3.5k | 477.66 |
| 2023-09-30 | $1.5M | 3.5k | 429.46 |
| 2023-06-30 | $2.5M | 5.6k | 445.73 |
| 2023-03-31 | $3.0M | 7.3k | 411.09 |
| 2022-12-31 | $3.0M | 7.7k | 384.22 |
| 2022-09-30 | $2.8M | 7.8k | 358.67 |
| 2022-06-30 | $3.1M | 8.1k | 379.23 |
| 2022-03-31 | $3.7M | 8.1k | 453.75 |
| 2021-12-31 | $3.7M | 7.7k | 476.94 |
| 2021-09-30 | $3.4M | 7.8k | 430.87 |
| 2021-06-30 | $3.4M | 7.9k | 430.00 |
| 2021-03-31 | $3.1M | 7.8k | 397.75 |
| 2020-12-31 | $3.0M | 8.0k | 375.42 |
| 2020-09-30 | $2.9M | 8.6k | 336.09 |
| 2020-06-30 | $2.9M | 9.4k | 309.73 |
| 2020-03-31 | $2.5M | 9.9k | 258.42 |
| 2019-12-31 | $3.1M | 9.5k | 323.25 |