iShares S&P 500 Index shares owned by Investment Partners
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Investment Partners
from 13F filings
Historical chart of Investment Partners investment in iShares S&P 500 Index
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Quarterly reported holdings in iShares S&P 500 Index by Investment Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $3.1M | 6.0k | 525.69 |
| 2023-12-31 | $2.3M | 4.8k | 477.62 |
| 2023-09-30 | $2.2M | 5.1k | 429.45 |
| 2023-06-30 | $2.7M | 6.1k | 445.70 |
| 2023-03-31 | $2.5M | 6.1k | 411.07 |
| 2022-12-31 | $2.3M | 6.1k | 384.23 |
| 2022-09-30 | $2.8M | 7.9k | 358.66 |
| 2022-06-30 | $4.3M | 11k | 379.17 |
| 2022-03-31 | $4.9M | 11k | 453.72 |
| 2021-12-31 | $5.2M | 11k | 476.93 |
| 2021-09-30 | $4.7M | 11k | 430.83 |
| 2021-06-30 | $4.5M | 11k | 429.95 |
| 2021-03-31 | $5.3M | 13k | 397.80 |
| 2020-12-31 | $5.0M | 13k | 375.38 |
| 2020-09-30 | $4.5M | 13k | 336.07 |
| 2020-06-30 | $4.1M | 13k | 309.65 |
| 2020-03-31 | $3.2M | 13k | 258.42 |
| 2019-12-31 | $5.0M | 15k | 323.21 |
| 2019-09-30 | $5.1M | 17k | 298.52 |
| 2019-06-30 | $4.3M | 15k | 294.74 |
| 2019-03-31 | $4.2M | 15k | 284.55 |
| 2018-12-31 | $3.8M | 15k | 251.62 |
| 2018-09-30 | $293k | 16k | 18.44 |
| 2018-06-30 | $4.1M | 15k | 273.08 |
| 2018-03-31 | $4.1M | 15k | 265.40 |
| 2017-12-31 | $4.1M | 15k | 268.82 |
| 2017-09-30 | $3.9M | 16k | 252.93 |
| 2017-06-30 | $3.8M | 16k | 243.38 |
| 2017-03-31 | $3.7M | 16k | 237.30 |
| 2016-12-31 | $3.4M | 15k | 224.98 |
| 2016-09-30 | $3.3M | 15k | 217.54 |
| 2016-06-30 | $3.5M | 17k | 210.52 |
| 2016-03-31 | $3.5M | 17k | 204.85 |
| 2015-12-31 | $3.5M | 17k | 205.09 |
| 2015-09-30 | $3.2M | 17k | 192.93 |
| 2015-06-30 | $3.6M | 18k | 207.24 |
| 2015-03-31 | $3.8M | 18k | 207.85 |
| 2014-12-31 | $3.9M | 19k | 207.04 |