iShares S&P 500 Index shares owned by KC Investment Advisors
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by KC Investment Advisors
from 13F filings
Historical chart of KC Investment Advisors investment in iShares S&P 500 Index
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All positions including iShares S&P 500 Index held by KC Investment 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 KC Investment Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $23M | 34k | 680.52 |
| 2025-06-30 | $17M | 27k | 620.89 |
| 2025-03-31 | $20M | 35k | 561.90 |
| 2024-12-31 | $8.8M | 15k | 588.70 |
| 2024-09-30 | $4.3M | 7.4k | 576.84 |
| 2024-06-30 | $1.4M | 2.6k | 547.27 |
| 2024-03-31 | $1.1M | 2.0k | 525.75 |
| 2023-12-31 | $567k | 1.2k | 477.63 |
| 2023-09-30 | $686k | 1.6k | 429.43 |
| 2023-06-30 | $474k | 1.1k | 445.71 |
| 2022-06-30 | $938k | 2.5k | 378.99 |
| 2022-03-31 | $1.1M | 2.4k | 453.79 |
| 2021-12-31 | $707k | 1.5k | 476.74 |