iShares S&P 500 Index shares owned by First Wilshire Securities Management
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by First Wilshire Securities Management
from 13F filings
Historical chart of First Wilshire Securities Management investment in iShares S&P 500 Index
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Quarterly reported holdings in iShares S&P 500 Index by First Wilshire Securities Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $303k | 452 | 669.30 |
| 2025-06-30 | $281k | 452 | 620.90 |
| 2025-03-31 | $254k | 452 | 561.90 |
| 2024-12-31 | $266k | 452 | 588.50 |
| 2024-09-30 | $268k | 464 | 577.59 |
| 2024-06-30 | $254k | 464 | 547.41 |
| 2024-03-31 | $244k | 464 | 525.86 |
| 2023-12-31 | $222k | 464 | 478.45 |
| 2023-09-30 | $218k | 508 | 429.13 |
| 2023-06-30 | $226k | 508 | 444.88 |
| 2023-03-31 | $209k | 508 | 411.42 |
| 2022-09-30 | $233k | 650 | 358.46 |
| 2022-06-30 | $246k | 650 | 378.46 |
| 2022-03-31 | $340k | 750 | 453.33 |
| 2021-12-31 | $434k | 910 | 476.92 |
| 2021-09-30 | $603k | 1.4k | 430.71 |
| 2021-06-30 | $602k | 1.4k | 430.00 |
| 2021-03-31 | $589k | 1.5k | 397.97 |
| 2020-12-31 | $713k | 1.9k | 375.26 |
| 2020-09-30 | $723k | 2.2k | 336.28 |
| 2020-06-30 | $689k | 2.2k | 309.66 |
| 2020-03-31 | $575k | 2.2k | 258.43 |
| 2019-12-31 | $719k | 2.2k | 323.15 |
| 2019-09-30 | $1.1M | 3.6k | 298.48 |
| 2019-06-30 | $1.1M | 3.7k | 294.79 |
| 2019-03-31 | $1.0M | 3.7k | 284.66 |
| 2018-12-31 | $918k | 3.7k | 251.51 |
| 2018-09-30 | $1.1M | 3.7k | 292.60 |
| 2018-06-30 | $997k | 3.7k | 273.15 |
| 2018-03-31 | $955k | 3.6k | 265.28 |
| 2017-12-31 | $968k | 3.6k | 268.89 |
| 2017-09-30 | $967k | 3.8k | 252.81 |
| 2017-06-30 | $931k | 3.8k | 243.40 |
| 2017-03-31 | $908k | 3.8k | 237.39 |
| 2016-12-31 | $861k | 3.8k | 225.10 |
| 2016-09-30 | $696k | 3.2k | 217.50 |
| 2016-06-30 | $674k | 3.2k | 210.62 |
| 2016-03-31 | $599k | 2.9k | 206.55 |
| 2015-12-31 | $389k | 1.9k | 204.74 |
| 2015-09-30 | $366k | 1.9k | 192.63 |
| 2015-06-30 | $393k | 1.9k | 206.84 |
| 2015-03-31 | $395k | 1.9k | 207.89 |
| 2014-12-31 | $352k | 1.7k | 207.06 |
More positions owned by First Wilshire Securities Management
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