iShares S&P 500 Index shares owned by Dupree Financial Group
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Dupree Financial Group
from 13F filings
Historical chart of Dupree Financial Group 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 Dupree Financial Group consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in iShares S&P 500 Index by Dupree Financial Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $247k | 368 | 669.78 |
| 2025-06-30 | $221k | 356 | 621.36 |
| 2025-03-31 | $231k | 412 | 561.70 |