iShares S&P 500 Index shares owned by KCM Investment Advisors
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by KCM Investment Advisors
from 13F filings
Historical chart of KCM Investment Advisors investment in iShares S&P 500 Index
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Quarterly reported holdings in iShares S&P 500 Index by KCM Investment Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $6.8M | 12k | 576.82 |
| 2024-06-30 | $6.5M | 12k | 547.22 |
| 2024-03-31 | $6.5M | 12k | 525.74 |
| 2023-09-30 | $5.4M | 13k | 429.42 |
| 2023-06-30 | $6.0M | 13k | 445.70 |
| 2023-03-31 | $7.0M | 17k | 411.08 |
| 2022-12-31 | $5.3M | 14k | 384.24 |
| 2022-09-30 | $4.9M | 14k | 358.67 |
| 2022-06-30 | $5.4M | 14k | 379.13 |
| 2022-03-31 | $6.4M | 14k | 453.70 |
| 2021-12-31 | $7.6M | 16k | 476.97 |
| 2021-09-30 | $6.7M | 16k | 430.84 |
| 2021-06-30 | $8.0M | 19k | 429.94 |
| 2021-03-31 | $6.2M | 16k | 397.80 |
| 2020-12-31 | $5.8M | 16k | 375.40 |
| 2020-09-30 | $5.3M | 16k | 336.06 |
| 2020-06-30 | $6.2M | 20k | 309.71 |
| 2020-03-31 | $24M | 93k | 258.40 |
| 2019-12-31 | $8.2M | 25k | 323.24 |
| 2019-09-30 | $8.6M | 29k | 298.52 |
| 2019-06-30 | $8.6M | 29k | 294.76 |
| 2019-03-31 | $8.3M | 29k | 284.57 |
| 2018-12-31 | $5.9M | 24k | 251.60 |
| 2018-09-30 | $7.2M | 25k | 292.74 |
| 2018-06-30 | $6.7M | 25k | 273.03 |
| 2018-03-31 | $7.4M | 28k | 265.37 |
| 2017-12-31 | $6.4M | 24k | 268.86 |
| 2017-09-30 | $5.6M | 22k | 252.95 |
| 2017-06-30 | $4.4M | 18k | 243.41 |
| 2017-03-31 | $1.8M | 7.6k | 237.21 |
| 2016-12-31 | $603k | 2.7k | 224.83 |
| 2016-09-30 | $583k | 2.7k | 217.38 |
| 2016-06-30 | $533k | 2.5k | 210.42 |
| 2016-03-31 | $523k | 2.5k | 206.47 |
| 2015-12-31 | $560k | 2.7k | 204.90 |
| 2015-09-30 | $527k | 2.7k | 192.83 |
| 2015-06-30 | $566k | 2.7k | 207.10 |
| 2015-03-31 | $621k | 3.0k | 207.69 |
| 2014-12-31 | $596k | 2.9k | 206.73 |
| 2014-09-30 | $513k | 2.6k | 198.15 |
| 2014-06-30 | $510k | 2.6k | 196.99 |
| 2014-03-31 | $487k | 2.6k | 188.10 |
| 2013-12-31 | $462k | 2.5k | 185.77 |
| 2013-09-30 | $420k | 2.5k | 168.88 |
| 2013-06-30 | $446k | 2.8k | 160.89 |
| 2013-03-31 | $337k | 2.1k | 157.18 |
| 2012-12-31 | $307k | 2.1k | 142.99 |
| 2012-06-30 | $263k | 1.9k | 136.84 |
| 2012-03-31 | $356k | 2.5k | 141.16 |
| 2011-03-31 | $236k | 1.8k | 133.11 |
| 2010-12-31 | $234k | 1.9k | 126.28 |
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