iShares S&P 500 Index shares owned by Elm Partners Management
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Elm Partners Management
from 13F filings
Historical chart of Elm Partners Management investment in iShares S&P 500 Index
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Quarterly reported holdings in iShares S&P 500 Index by Elm Partners Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $9.8M | 15k | 669.31 |
| 2025-06-30 | $8.8M | 14k | 620.89 |
| 2025-03-31 | $15M | 27k | 561.89 |
| 2024-12-31 | $22M | 38k | 588.68 |
| 2024-09-30 | $22M | 39k | 576.82 |
| 2024-06-30 | $20M | 37k | 547.23 |
| 2024-03-31 | $19M | 37k | 525.73 |
| 2023-12-31 | $18M | 38k | 477.63 |
| 2023-09-30 | $19M | 44k | 429.43 |
| 2023-06-30 | $20M | 46k | 445.71 |
| 2023-03-31 | $6.4M | 16k | 411.09 |
| 2022-12-31 | $11M | 28k | 384.21 |
| 2022-09-30 | $11M | 29k | 358.67 |
| 2022-06-30 | $15M | 40k | 379.14 |
| 2022-03-31 | $17M | 38k | 453.68 |
| 2021-12-31 | $20M | 42k | 477.00 |
| 2021-09-30 | $19M | 43k | 430.83 |
| 2021-06-30 | $18M | 43k | 429.91 |
| 2021-03-31 | $19M | 48k | 397.83 |
| 2020-12-31 | $23M | 61k | 375.39 |
| 2020-09-30 | $22M | 64k | 336.05 |
| 2020-06-30 | $22M | 70k | 309.69 |
| 2020-03-31 | $19M | 73k | 258.40 |
| 2019-12-31 | $78M | 263k | 298.52 |
| 2019-09-30 | $79M | 264k | 298.52 |
| 2019-06-30 | $54M | 184k | 294.75 |
| 2019-03-31 | $42M | 148k | 284.56 |
| 2018-12-31 | $14M | 55k | 249.33 |