iShares S&P 500 Index shares owned by Fundamentun
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Fundamentun
from 13F filings
Historical chart of Fundamentun investment in iShares S&P 500 Index
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Quarterly reported holdings in iShares S&P 500 Index by Fundamentun
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $17M | 33k | 525.74 |
| 2023-12-31 | $17M | 35k | 477.64 |
| 2023-09-30 | $15M | 35k | 429.43 |
| 2023-06-30 | $15M | 34k | 445.72 |
| 2023-03-31 | $13M | 33k | 411.09 |
| 2022-12-31 | $12M | 32k | 384.21 |
| 2022-09-30 | $12M | 34k | 358.64 |
| 2022-06-30 | $14M | 36k | 379.15 |
| 2022-03-31 | $16M | 35k | 453.70 |
| 2021-12-31 | $17M | 35k | 477.01 |
| 2021-09-30 | $17M | 39k | 430.83 |
| 2021-06-30 | $12M | 27k | 429.93 |
| 2021-03-31 | $10M | 26k | 397.81 |
| 2020-12-31 | $11M | 28k | 375.40 |
| 2020-09-30 | $9.4M | 28k | 336.06 |
| 2020-06-30 | $8.7M | 28k | 309.69 |
| 2020-03-31 | $7.7M | 30k | 258.41 |
| 2019-12-31 | $13M | 42k | 323.24 |
| 2019-09-30 | $10M | 35k | 298.52 |
| 2019-06-30 | $11M | 37k | 294.75 |
| 2019-03-31 | $6.5M | 23k | 284.57 |