iShares S&P 500 Index shares owned by Epstein & White Financial
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Epstein & White Financial
from 13F filings
Historical chart of Epstein & White Financial 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 Epstein & White Financial 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 Epstein & White Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2021-06-30 | $127M | 294k | 429.99 |
| 2021-03-31 | $113M | 284k | 397.79 |
| 2020-12-31 | $105M | 279k | 375.46 |
| 2020-09-30 | $76M | 227k | 335.99 |
| 2020-06-30 | $79M | 254k | 309.76 |
| 2020-03-31 | $60M | 233k | 258.36 |
| 2019-12-31 | $72M | 223k | 323.35 |
| 2019-09-30 | $61M | 203k | 298.62 |
| 2019-06-30 | $57M | 195k | 292.25 |
| 2019-03-31 | $52M | 184k | 284.64 |
| 2018-12-31 | $30M | 117k | 252.01 |
| 2018-09-30 | $35M | 119k | 292.64 |
| 2018-06-30 | $2.2M | 8.1k | 272.96 |
| 2018-03-31 | $2.7M | 10k | 265.84 |
| 2017-12-31 | $20M | 70k | 280.03 |