iShares S&P 500 Index shares owned by Drake & Associates
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Drake & Associates
from 13F filings
Historical chart of Drake & Associates investment in iShares S&P 500 Index
Tip: Access up to 7 years of quarterly data
All positions including iShares S&P 500 Index held by Drake & Associates consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in iShares S&P 500 Index by Drake & Associates
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $797k | 1.2k | 680.89 |
| 2025-06-30 | $1.2M | 1.9k | 621.00 |
| 2025-03-31 | $1.2M | 2.1k | 561.94 |
| 2024-12-31 | $1.2M | 1.9k | 603.80 |
| 2024-09-30 | $1.1M | 1.9k | 576.76 |
| 2024-06-30 | $885k | 1.6k | 547.44 |
| 2024-03-31 | $848k | 1.6k | 525.78 |
| 2023-12-31 | $601k | 1.3k | 477.63 |
| 2023-09-30 | $540k | 1.3k | 429.43 |
| 2023-06-30 | $610k | 1.4k | 445.71 |
| 2023-03-31 | $517k | 1.3k | 411.08 |
| 2022-12-31 | $483k | 1.3k | 384.21 |
| 2022-09-30 | $247k | 688 | 359.01 |
| 2022-06-30 | $303k | 798 | 379.70 |