iShares S&P 500 Index shares owned by Iwamoto Kong & Co
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Iwamoto Kong & Co
from 13F filings
Historical chart of Iwamoto Kong & Co investment in iShares S&P 500 Index
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Quarterly reported holdings in iShares S&P 500 Index by Iwamoto Kong & Co
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $868k | 1.3k | 669.44 |
| 2025-06-30 | $728k | 1.2k | 621.29 |
| 2025-03-31 | $609k | 1.1k | 561.98 |
| 2024-12-31 | $641k | 1.1k | 588.43 |
| 2024-09-30 | $437k | 758 | 576.67 |
| 2024-06-30 | $477k | 872 | 547.24 |
| 2024-03-31 | $383k | 729 | 525.73 |
| 2023-12-31 | $665k | 1.4k | 477.63 |
| 2022-09-30 | $239k | 667 | 358.32 |
| 2019-09-30 | $316k | 1.1k | 298.96 |
| 2019-06-30 | $323k | 1.1k | 294.44 |
| 2019-03-31 | $312k | 1.1k | 284.41 |
| 2018-12-31 | $272k | 1.1k | 251.85 |
| 2018-09-30 | $272k | 930 | 292.47 |
| 2018-06-30 | $254k | 930 | 273.12 |
| 2017-03-31 | $49k | 205 | 239.02 |
| 2016-12-31 | $64k | 285 | 224.56 |
| 2016-06-30 | $5.0k | 24 | 208.33 |
| 2015-12-31 | $307k | 1.5k | 204.67 |
| 2015-06-30 | $206k | 993 | 207.45 |
| 2015-03-31 | $206k | 993 | 207.45 |
| 2014-12-31 | $205k | 993 | 206.45 |
| 2013-03-31 | $105k | 667 | 157.36 |
| 2012-12-31 | $96k | 667 | 143.13 |
| 2012-09-30 | $96k | 667 | 144.39 |