iShares S&P 500 Index shares owned by Ellenbecker Investment Group
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Ellenbecker Investment Group
from 13F filings
Historical chart of Ellenbecker Investment Group investment in iShares S&P 500 Index
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Quarterly reported holdings in iShares S&P 500 Index by Ellenbecker Investment Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $194M | 290k | 669.30 |
| 2025-06-30 | $187M | 302k | 620.90 |
| 2025-03-31 | $188M | 335k | 561.90 |
| 2024-12-31 | $215M | 365k | 588.68 |
| 2024-09-30 | $222M | 385k | 576.82 |
| 2024-06-30 | $209M | 382k | 547.23 |
| 2024-03-31 | $200M | 381k | 525.73 |
| 2023-12-31 | $180M | 377k | 477.63 |
| 2023-09-30 | $158M | 368k | 429.43 |
| 2023-06-30 | $163M | 366k | 445.71 |
| 2023-03-31 | $149M | 363k | 411.08 |
| 2022-12-31 | $139M | 361k | 384.21 |
| 2022-09-30 | $126M | 351k | 358.65 |
| 2022-06-30 | $128M | 337k | 379.15 |
| 2022-03-31 | $141M | 310k | 453.69 |
| 2021-12-31 | $145M | 303k | 476.99 |
| 2021-09-30 | $129M | 300k | 430.82 |
| 2021-06-30 | $117M | 273k | 429.92 |
| 2021-03-31 | $101M | 255k | 397.82 |
| 2020-12-31 | $86M | 229k | 375.39 |
| 2020-09-30 | $66M | 195k | 336.06 |
| 2020-06-30 | $46M | 147k | 309.69 |
| 2020-03-31 | $35M | 134k | 258.40 |
| 2019-12-31 | $40M | 125k | 323.24 |
| 2019-09-30 | $35M | 117k | 298.53 |
| 2019-06-30 | $33M | 111k | 294.75 |
| 2019-03-31 | $25M | 89k | 284.57 |
| 2018-12-31 | $8.8M | 35k | 251.61 |
| 2018-09-30 | $6.6M | 23k | 292.72 |
| 2018-06-30 | $3.0M | 11k | 273.06 |
| 2018-03-31 | $474k | 1.8k | 265.25 |
| 2017-12-31 | $227k | 846 | 268.32 |
More positions owned by Ellenbecker Investment Group
View all positions for Ellenbecker Investment Group