iShares S&P 500 Index shares owned by Kathmere Capital Management
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Kathmere Capital Management
from 13F filings
Historical chart of Kathmere Capital Management investment in iShares S&P 500 Index
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Quarterly reported holdings in iShares S&P 500 Index by Kathmere Capital Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $413k | 701 | 588.68 |
| 2024-09-30 | $277k | 481 | 576.82 |
| 2024-06-30 | $230k | 481 | 477.63 |
| 2024-03-31 | $253k | 481 | 525.73 |
| 2023-12-31 | $230k | 481 | 477.63 |
| 2023-09-30 | $207k | 481 | 429.43 |
| 2023-06-30 | $228k | 512 | 445.71 |
| 2022-06-30 | $254k | 669 | 379.67 |
| 2022-03-31 | $295k | 651 | 453.15 |
| 2021-12-31 | $311k | 651 | 477.73 |
| 2021-09-30 | $336k | 779 | 431.32 |
| 2021-06-30 | $335k | 779 | 430.04 |
| 2021-03-31 | $310k | 779 | 397.95 |
| 2020-12-31 | $292k | 779 | 374.84 |
| 2020-09-30 | $134k | 398 | 336.68 |
More positions owned by Kathmere Capital Management
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