iShares S&P 500 Index shares owned by Eagle Ridge Investment Management
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Eagle Ridge Investment Management
from 13F filings
Historical chart of Eagle Ridge Investment Management 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 Eagle Ridge Investment Management 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 Eagle Ridge Investment Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $711k | 1.2k | 588.76 |
| 2024-09-30 | $696k | 1.2k | 576.90 |
| 2024-06-30 | $694k | 1.3k | 547.30 |
| 2024-03-31 | $668k | 1.3k | 525.73 |
| 2023-12-31 | $623k | 1.3k | 477.63 |
| 2023-09-30 | $623k | 1.5k | 429.43 |
| 2023-06-30 | $690k | 1.5k | 445.71 |
| 2023-03-31 | $626k | 1.5k | 411.08 |
| 2022-12-31 | $585k | 1.5k | 384.21 |
| 2022-09-30 | $596k | 1.7k | 358.82 |
| 2022-06-30 | $556k | 1.5k | 379.26 |
| 2022-03-31 | $690k | 1.5k | 453.95 |
| 2021-12-31 | $715k | 1.5k | 476.67 |
| 2017-06-30 | $232k | 955 | 242.93 |
| 2017-03-31 | $244k | 1.0k | 237.35 |
| 2016-12-31 | $231k | 1.0k | 224.71 |
| 2016-09-30 | $224k | 1.0k | 217.90 |
| 2016-06-30 | $216k | 1.0k | 210.12 |
| 2016-03-31 | $212k | 1.0k | 206.23 |
| 2015-12-31 | $211k | 1.0k | 205.25 |
| 2015-06-30 | $213k | 1.0k | 207.20 |
| 2015-03-31 | $225k | 1.1k | 207.76 |
| 2014-12-31 | $224k | 1.1k | 206.83 |
| 2014-09-30 | $215k | 1.1k | 198.52 |
| 2014-06-30 | $213k | 1.1k | 196.68 |
| 2014-03-31 | $204k | 1.1k | 188.37 |
| 2013-12-31 | $201k | 1.1k | 185.60 |
More positions owned by Eagle Ridge Investment Management
View all positions for Eagle Ridge Investment Management