iShares S&P 500 Index shares owned by Grant/GrossMendelsohn
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Grant/GrossMendelsohn
from 13F filings
Historical chart of Grant/GrossMendelsohn investment in iShares S&P 500 Index
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Quarterly reported holdings in iShares S&P 500 Index by Grant/GrossMendelsohn
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $457k | 875 | 522.08 |
| 2023-12-31 | $357k | 729 | 490.07 |
| 2023-09-30 | $315k | 729 | 431.46 |
| 2023-06-30 | $324k | 729 | 444.98 |
| 2022-12-31 | $265k | 680 | 389.83 |
| 2022-09-30 | $214k | 554 | 386.28 |
| 2022-06-30 | $212k | 554 | 382.67 |
| 2022-03-31 | $277k | 620 | 446.77 |