iShares S&P 500 Index shares owned by Elm Advisors
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Elm Advisors
from 13F filings
Historical chart of Elm Advisors investment in iShares S&P 500 Index
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Quarterly reported holdings in iShares S&P 500 Index by Elm Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2022-03-31 | $5.0M | 11k | 453.66 |
| 2021-12-31 | $11M | 23k | 477.00 |
| 2021-09-30 | $10M | 24k | 430.82 |
| 2021-06-30 | $10M | 24k | 429.90 |
| 2021-03-31 | $10M | 25k | 397.81 |
| 2020-12-31 | $9.9M | 27k | 375.41 |
| 2020-09-30 | $9.7M | 29k | 336.07 |
| 2020-06-30 | $9.2M | 30k | 309.70 |
| 2020-03-31 | $7.9M | 31k | 258.42 |
| 2019-12-31 | $9.9M | 31k | 323.23 |
| 2019-09-30 | $8.8M | 29k | 298.52 |
| 2019-06-30 | $8.8M | 30k | 294.75 |
| 2019-03-31 | $8.8M | 31k | 284.56 |
| 2018-12-31 | $7.8M | 31k | 251.61 |
| 2018-09-30 | $8.8M | 30k | 292.74 |
| 2018-06-30 | $8.5M | 31k | 273.04 |
| 2018-03-31 | $8.4M | 32k | 265.37 |
| 2017-12-31 | $9.5M | 35k | 268.85 |
| 2017-09-30 | $8.8M | 35k | 252.92 |
| 2017-06-30 | $8.6M | 35k | 243.42 |
| 2017-03-31 | $8.5M | 36k | 237.28 |
| 2016-12-31 | $8.3M | 37k | 224.99 |
| 2016-09-30 | $8.3M | 38k | 217.57 |
| 2016-06-30 | $8.7M | 41k | 210.50 |
| 2016-03-31 | $8.6M | 42k | 206.65 |
| 2015-12-31 | $8.6M | 42k | 204.88 |
| 2015-09-30 | $8.2M | 43k | 192.71 |
| 2015-06-30 | $8.9M | 43k | 207.21 |
| 2015-03-31 | $9.0M | 43k | 207.83 |
| 2014-12-31 | $9.2M | 45k | 206.86 |
| 2014-09-30 | $9.0M | 45k | 198.26 |
| 2014-06-30 | $9.0M | 46k | 197.00 |
| 2014-03-31 | $8.8M | 47k | 188.13 |
| 2013-12-31 | $8.8M | 48k | 185.64 |