iShares S&P 500 Index shares owned by Fiduciary Management
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Fiduciary Management
from 13F filings
Historical chart of Fiduciary Management investment in iShares S&P 500 Index
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Quarterly reported holdings in iShares S&P 500 Index by Fiduciary Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $534k | 925 | 576.82 |
| 2024-03-31 | $1.2M | 2.3k | 525.73 |
| 2023-12-31 | $9.4M | 20k | 477.63 |
| 2022-12-31 | $19M | 49k | 384.21 |
| 2022-09-30 | $1.4M | 3.9k | 358.66 |
| 2022-06-30 | $2.8M | 7.5k | 379.20 |
| 2022-03-31 | $385k | 848 | 454.01 |
| 2021-12-31 | $9.4M | 20k | 476.99 |
| 2020-09-30 | $289k | 860 | 336.05 |
| 2020-06-30 | $519k | 1.7k | 309.85 |
| 2020-03-31 | $9.0M | 35k | 258.39 |
| 2019-12-31 | $9.5M | 30k | 323.24 |
| 2019-09-30 | $547k | 1.8k | 298.26 |
| 2018-12-31 | $51M | 201k | 251.61 |
| 2018-09-30 | $499k | 1.7k | 292.67 |
| 2017-12-31 | $15M | 54k | 268.84 |
| 2016-12-31 | $4.7M | 21k | 224.99 |
| 2015-12-31 | $9.4M | 46k | 204.88 |
| 2015-09-30 | $3.7M | 19k | 192.73 |
| 2013-12-31 | $2.6M | 14k | 185.63 |