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iShares S&P 500 Index shares owned by Ewing Morris & Co. Investment Partners

Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Ewing Morris & Co. Investment Partners from 13F filings

Historical chart of Ewing Morris & Co. Investment Partners 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 Ewing Morris & Co. Investment Partners consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares S&P 500 Index by Ewing Morris & Co. Investment Partners

Quarter filed Position value Share count Share price at filing
2025-09-30 $8.1M 12k 669.30
2025-06-30 $6.1M 9.8k 620.90
2025-03-31 $5.4M 6.7k 808.71
2024-12-31 $3.0M 5.2k 588.68