iShares S&P 500 Index shares owned by Fiduciary
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Fiduciary
from 13F filings
Historical chart of Fiduciary investment in iShares S&P 500 Index
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Quarterly reported holdings in iShares S&P 500 Index by Fiduciary
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-06-30 | $4.9M | 8.9k | 547.24 |
| 2024-03-31 | $4.7M | 8.9k | 525.73 |
| 2023-12-31 | $4.3M | 8.9k | 477.62 |
| 2023-09-30 | $3.9M | 9.1k | 429.44 |
| 2023-06-30 | $4.1M | 9.1k | 445.72 |
| 2023-03-31 | $3.7M | 9.1k | 411.09 |
| 2022-12-31 | $3.5M | 9.1k | 384.21 |
| 2022-09-30 | $3.6M | 9.2k | 396.28 |
| 2022-06-30 | $4.0M | 9.4k | 422.36 |
| 2022-03-31 | $3.8M | 9.6k | 394.40 |
| 2021-12-31 | $4.4M | 9.2k | 476.96 |
| 2021-09-30 | $4.2M | 9.1k | 457.82 |
| 2021-06-30 | $4.0M | 9.1k | 440.91 |
| 2021-03-31 | $3.8M | 9.1k | 418.90 |
| 2020-12-31 | $3.6M | 9.2k | 392.29 |
| 2020-09-30 | $3.1M | 9.4k | 336.07 |
| 2020-06-30 | $2.9M | 9.3k | 309.68 |
| 2020-03-31 | $2.6M | 10k | 258.37 |
| 2019-12-31 | $3.1M | 9.7k | 323.26 |
| 2019-09-30 | $2.9M | 9.8k | 298.47 |
| 2019-06-30 | $3.0M | 10k | 294.77 |
| 2019-03-31 | $2.8M | 10k | 284.61 |
| 2018-12-31 | $2.3M | 9.2k | 251.57 |
| 2018-09-30 | $2.7M | 9.3k | 292.74 |
| 2018-06-30 | $2.6M | 9.4k | 273.00 |
| 2018-03-31 | $2.5M | 9.3k | 265.38 |
| 2017-12-31 | $2.6M | 9.6k | 268.80 |
| 2017-09-30 | $2.5M | 9.7k | 252.88 |
| 2017-06-30 | $2.3M | 9.6k | 243.39 |
| 2017-03-31 | $2.3M | 9.6k | 237.28 |
| 2016-12-31 | $2.3M | 10k | 225.02 |
| 2016-09-30 | $2.1M | 9.9k | 217.52 |
| 2016-06-30 | $1.9M | 9.2k | 210.55 |
| 2016-03-31 | $2.0M | 9.5k | 206.62 |
| 2015-12-31 | $2.5M | 12k | 204.91 |
| 2015-09-30 | $2.7M | 14k | 192.73 |
| 2015-06-30 | $2.7M | 13k | 207.26 |