iShares S&P 500 Index shares owned by Herold Advisors
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Herold Advisors
from 13F filings
Historical chart of Herold Advisors investment in iShares S&P 500 Index
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All positions including iShares S&P 500 Index held by Herold Advisors 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 Herold Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-03-31 | $518k | 793 | 652.91 |
| 2025-06-30 | $1.2M | 1.9k | 620.92 |
| 2025-03-31 | $978k | 1.7k | 562.29 |
| 2024-12-31 | $1.2M | 2.1k | 589.15 |
| 2024-09-30 | $1.2M | 2.1k | 576.96 |
| 2024-06-30 | $1.6M | 3.0k | 547.37 |
| 2024-03-31 | $1.4M | 2.7k | 525.81 |
| 2023-12-31 | $1.6M | 3.3k | 477.63 |
| 2023-09-30 | $1.5M | 3.5k | 429.43 |
| 2023-06-30 | $1.4M | 3.1k | 445.71 |
| 2023-03-31 | $1.3M | 3.1k | 411.08 |
| 2022-03-31 | $59k | 129 | 453.69 |
| 2021-09-30 | $55k | 129 | 426.36 |