iShares S&P 500 Index shares owned by Knollwood Investment Advisory
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Knollwood Investment Advisory
from 13F filings
Historical chart of Knollwood Investment Advisory 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 Knollwood Investment Advisory consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in iShares S&P 500 Index by Knollwood Investment Advisory
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $447k | 668 | 669.30 |
| 2025-06-30 | $307k | 495 | 620.90 |
| 2025-03-31 | $278k | 495 | 561.90 |
| 2024-12-31 | $256k | 435 | 588.68 |
| 2024-09-30 | $251k | 435 | 576.82 |
| 2024-06-30 | $216k | 394 | 547.23 |
| 2024-03-31 | $207k | 394 | 525.73 |
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