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
Tip: Access up to 7 years of quarterly data
All positions including iShares S&P 500 Index held by KC Investment Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in iShares S&P 500 Index by KC Investment Advisors
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
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 |