iShares S&P 500 Index shares owned by FormulaFolio Investments
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by FormulaFolio Investments
from 13F filings
Historical chart of FormulaFolio Investments investment in iShares S&P 500 Index
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All positions including iShares S&P 500 Index held by FormulaFolio Investments 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 FormulaFolio Investments
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2021-06-30 | $1.8M | 4.2k | 430.01 |
| 2021-03-31 | $1.7M | 4.2k | 415.83 |
| 2020-12-31 | $76M | 201k | 375.39 |
| 2020-09-30 | $30M | 88k | 336.06 |
| 2020-06-30 | $24M | 77k | 309.70 |
| 2020-03-31 | $21M | 81k | 258.41 |
| 2019-12-31 | $83M | 255k | 323.24 |
| 2019-09-30 | $198M | 665k | 298.52 |
| 2019-06-30 | $163M | 554k | 294.75 |
| 2019-03-31 | $157M | 552k | 284.56 |
| 2018-12-31 | $180M | 614k | 292.73 |
| 2018-09-30 | $180M | 614k | 292.73 |
| 2018-06-30 | $159M | 584k | 273.05 |
| 2018-03-31 | $147M | 555k | 265.37 |
| 2017-12-31 | $136M | 505k | 268.85 |
| 2017-09-30 | $120M | 473k | 252.93 |
| 2017-06-30 | $94M | 386k | 243.41 |
| 2017-03-31 | $80M | 337k | 237.27 |
| 2016-12-31 | $63M | 279k | 224.99 |
| 2016-09-30 | $49M | 225k | 217.56 |
| 2016-06-30 | $40M | 188k | 210.50 |
| 2016-03-31 | $34M | 163k | 206.65 |
| 2015-12-31 | $58M | 283k | 204.87 |
| 2015-09-30 | $36M | 186k | 192.71 |
| 2015-06-30 | $71M | 341k | 207.06 |
| 2015-03-31 | $27M | 128k | 207.83 |
| 2014-12-31 | $31M | 148k | 206.87 |