iShares S&P 500 Index shares owned by Kowal Investment Group
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Kowal Investment Group
from 13F filings
Historical chart of Kowal Investment Group 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 Kowal Investment Group consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in iShares S&P 500 Index by Kowal Investment Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $1.3M | 2.5k | 525.68 |
| 2023-12-31 | $1.3M | 2.8k | 477.57 |
| 2023-09-30 | $1.1M | 2.7k | 429.48 |
| 2023-06-30 | $1.7M | 3.8k | 445.76 |
| 2023-03-31 | $2.0M | 5.0k | 411.08 |
| 2022-12-31 | $2.1M | 5.5k | 384.20 |
| 2022-09-30 | $1.7M | 4.7k | 358.60 |
| 2022-06-30 | $1.8M | 4.9k | 379.08 |
| 2022-03-31 | $1.7M | 3.8k | 453.62 |
| 2021-12-31 | $550k | 1.2k | 477.02 |
| 2021-09-30 | $383k | 889 | 430.82 |
| 2021-06-30 | $382k | 889 | 429.70 |
| 2021-03-31 | $308k | 774 | 397.93 |
| 2020-12-31 | $214k | 563 | 380.11 |