iShares S&P 500 Index shares owned by Evensky & Katz
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Evensky & Katz
from 13F filings
Historical chart of Evensky & Katz investment in iShares S&P 500 Index
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Quarterly reported holdings in iShares S&P 500 Index by Evensky & Katz
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $4.1M | 6.1k | 669.32 |
| 2025-06-30 | $4.3M | 6.9k | 620.83 |
| 2025-03-31 | $9.1M | 16k | 561.89 |
| 2024-12-31 | $10M | 17k | 588.70 |
| 2024-09-30 | $9.9M | 17k | 576.81 |
| 2024-06-30 | $9.7M | 18k | 547.26 |
| 2024-03-31 | $9.3M | 18k | 525.73 |
| 2023-12-31 | $8.9M | 19k | 477.63 |
| 2023-09-30 | $7.9M | 19k | 429.40 |
| 2023-06-30 | $9.1M | 20k | 445.73 |
| 2023-03-31 | $8.9M | 22k | 411.08 |
| 2022-12-31 | $8.4M | 22k | 384.19 |
| 2022-09-30 | $7.7M | 22k | 358.64 |
| 2022-06-30 | $8.1M | 21k | 379.16 |
| 2022-03-31 | $9.8M | 22k | 453.68 |
| 2021-12-31 | $10M | 22k | 476.98 |
| 2021-09-30 | $9.6M | 22k | 430.80 |
| 2021-06-30 | $10M | 23k | 429.91 |
| 2021-03-31 | $9.3M | 23k | 397.80 |
| 2020-12-31 | $9.3M | 25k | 375.38 |
| 2020-09-30 | $8.5M | 25k | 336.04 |
| 2020-06-30 | $8.4M | 27k | 309.68 |
| 2020-03-31 | $4.5M | 17k | 258.39 |
| 2019-12-31 | $4.5M | 14k | 323.19 |
| 2019-09-30 | $4.6M | 16k | 298.50 |
| 2019-06-30 | $3.9M | 13k | 294.74 |
| 2019-03-31 | $3.1M | 11k | 284.52 |
| 2018-12-31 | $2.1M | 8.2k | 251.55 |
| 2018-09-30 | $1.5M | 5.3k | 292.77 |
| 2018-06-30 | $1.4M | 5.1k | 272.90 |
| 2018-03-31 | $1.2M | 4.5k | 265.24 |
| 2017-12-31 | $1.2M | 4.5k | 268.77 |
| 2017-09-30 | $1.1M | 4.3k | 252.90 |
| 2017-06-30 | $1.0M | 4.3k | 243.45 |
| 2017-03-31 | $1.0M | 4.4k | 237.70 |
| 2016-12-31 | $894k | 4.0k | 224.79 |
| 2016-09-30 | $808k | 3.7k | 217.50 |
| 2016-06-30 | $798k | 3.8k | 210.28 |
| 2016-03-31 | $814k | 3.9k | 206.65 |
| 2015-12-31 | $694k | 3.4k | 204.78 |
| 2015-09-30 | $651k | 3.4k | 192.60 |
| 2015-06-30 | $708k | 3.4k | 207.02 |
| 2015-03-31 | $709k | 3.4k | 207.74 |
| 2014-12-31 | $545k | 2.6k | 206.75 |
| 2014-09-30 | $750k | 3.8k | 198.15 |
| 2014-06-30 | $521k | 2.6k | 196.98 |
| 2014-03-31 | $469k | 2.7k | 175.00 |
| 2013-12-31 | $548k | 3.0k | 185.39 |
| 2013-09-30 | $494k | 2.9k | 168.77 |
| 2013-06-30 | $468k | 2.9k | 160.66 |