iShares S&P 500 Index shares owned by ERn Financial
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by ERn Financial
from 13F filings
Historical chart of ERn Financial investment in iShares S&P 500 Index
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Quarterly reported holdings in iShares S&P 500 Index by ERn Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $4.0M | 6.0k | 669.34 |
| 2025-06-30 | $4.1M | 6.5k | 620.92 |
| 2025-03-31 | $1.9M | 3.4k | 561.90 |
| 2024-12-31 | $2.2M | 3.7k | 588.67 |
| 2024-09-30 | $2.1M | 3.7k | 576.81 |
| 2024-06-30 | $1.9M | 3.5k | 547.26 |
| 2024-03-31 | $1.8M | 3.4k | 525.76 |
| 2023-12-31 | $1.7M | 3.5k | 478.71 |
| 2023-09-30 | $1.4M | 3.3k | 429.43 |
| 2023-06-30 | $1.4M | 3.1k | 445.71 |
| 2023-03-31 | $1.3M | 3.2k | 411.08 |
| 2022-12-31 | $2.1M | 5.6k | 384.20 |
| 2022-09-30 | $1.3M | 3.5k | 358.58 |
| 2022-06-30 | $1.2M | 3.2k | 379.26 |
| 2022-03-31 | $1.5M | 3.2k | 453.78 |
| 2021-12-31 | $1.8M | 3.7k | 477.08 |
| 2021-09-30 | $1.6M | 3.7k | 430.76 |
| 2021-06-30 | $1.5M | 3.6k | 430.02 |
| 2021-03-31 | $1.7M | 4.3k | 397.88 |
| 2020-12-31 | $1.8M | 4.9k | 375.31 |
| 2020-09-30 | $1.8M | 5.3k | 336.02 |
| 2020-06-30 | $1.7M | 5.3k | 309.60 |
| 2020-03-31 | $1.3M | 5.1k | 258.44 |
| 2019-12-31 | $969k | 3.0k | 323.32 |
| 2019-09-30 | $901k | 3.0k | 298.54 |
| 2019-06-30 | $889k | 3.0k | 294.66 |
| 2019-03-31 | $917k | 3.1k | 291.39 |
| 2018-12-31 | $821k | 3.3k | 251.76 |