iShares S&P 500 Index shares owned by Donaldson Capital Management
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Donaldson Capital Management
from 13F filings
Historical chart of Donaldson Capital Management investment in iShares S&P 500 Index
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Quarterly reported holdings in iShares S&P 500 Index by Donaldson Capital Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $712k | 1.2k | 576.82 |
| 2024-06-30 | $738k | 1.3k | 547.23 |
| 2024-03-31 | $759k | 1.4k | 525.73 |
| 2023-12-31 | $488k | 1.0k | 477.63 |
| 2023-09-30 | $458k | 1.1k | 429.43 |
| 2023-06-30 | $490k | 1.1k | 445.66 |
| 2023-03-31 | $552k | 1.3k | 411.03 |
| 2022-12-31 | $460k | 1.2k | 384.13 |
| 2022-09-30 | $432k | 1.2k | 358.51 |
| 2022-06-30 | $449k | 1.2k | 378.90 |
| 2022-03-31 | $602k | 1.3k | 453.31 |
| 2021-12-31 | $674k | 1.4k | 477.34 |
| 2021-09-30 | $538k | 1.2k | 431.09 |
| 2021-06-30 | $663k | 1.5k | 429.68 |
| 2021-03-31 | $612k | 1.5k | 397.66 |
| 2020-12-31 | $729k | 1.9k | 375.19 |
| 2020-09-30 | $502k | 1.5k | 336.01 |
| 2020-06-30 | $420k | 1.4k | 309.51 |
| 2020-03-31 | $354k | 1.4k | 258.21 |
| 2019-12-31 | $443k | 1.4k | 323.36 |
| 2019-09-30 | $412k | 1.4k | 298.33 |
| 2019-06-30 | $428k | 1.5k | 294.36 |
| 2019-03-31 | $307k | 1.1k | 284.79 |
| 2017-06-30 | $212k | 871 | 243.40 |
| 2016-12-31 | $940k | 4.2k | 225.04 |
More positions owned by Donaldson Capital Management
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