iShares S&P 500 Index shares owned by Koss-Olinger Consulting
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Koss-Olinger Consulting
from 13F filings
Historical chart of Koss-Olinger Consulting investment in iShares S&P 500 Index
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Quarterly reported holdings in iShares S&P 500 Index by Koss-Olinger Consulting
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $7.9M | 13k | 620.89 |
| 2025-06-30 | $7.9M | 13k | 620.92 |
| 2025-03-31 | $7.5M | 13k | 561.85 |
| 2024-12-31 | $8.0M | 14k | 588.66 |
| 2024-09-30 | $6.7M | 12k | 576.80 |
| 2024-06-30 | $6.4M | 12k | 547.29 |
| 2023-09-30 | $6.1M | 14k | 429.41 |
| 2023-06-30 | $6.3M | 14k | 445.68 |
| 2023-03-31 | $5.9M | 14k | 411.05 |
| 2022-12-31 | $5.6M | 15k | 384.23 |
| 2022-09-30 | $5.3M | 15k | 358.65 |
| 2022-06-30 | $5.8M | 15k | 379.15 |
| 2022-03-31 | $7.6M | 17k | 453.70 |
| 2021-12-31 | $8.7M | 18k | 476.99 |
| 2021-09-30 | $8.3M | 19k | 430.83 |
| 2021-06-30 | $8.5M | 20k | 429.92 |
| 2021-03-31 | $7.6M | 19k | 397.80 |