iShares S&P 500 Index shares owned by Kuehl Shepherd Kozlowski & Associates
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Kuehl Shepherd Kozlowski & Associates
from 13F filings
Historical chart of Kuehl Shepherd Kozlowski & Associates investment in iShares S&P 500 Index
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Quarterly reported holdings in iShares S&P 500 Index by Kuehl Shepherd Kozlowski & Associates
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $32M | 48k | 669.30 |
| 2025-06-30 | $31M | 49k | 627.03 |
| 2025-03-31 | $26M | 49k | 540.19 |
| 2024-12-31 | $28M | 48k | 583.33 |
| 2024-09-30 | $28M | 49k | 571.37 |
| 2024-06-30 | $27M | 49k | 547.23 |
| 2024-03-31 | $26M | 50k | 525.73 |
| 2023-12-31 | $25M | 50k | 489.82 |
| 2023-09-30 | $24M | 56k | 433.41 |
| 2023-06-30 | $25M | 55k | 457.84 |
| 2023-03-31 | $23M | 57k | 406.86 |
| 2022-12-31 | $24M | 59k | 408.31 |
| 2022-09-30 | $22M | 59k | 372.54 |
| 2022-06-30 | $24M | 60k | 400.80 |
| 2022-03-31 | $27M | 62k | 440.05 |
| 2021-12-31 | $33M | 68k | 476.98 |
| 2021-09-30 | $31M | 69k | 448.98 |
| 2021-06-30 | $30M | 69k | 432.98 |
| 2021-03-31 | $29M | 70k | 408.10 |
| 2020-12-31 | $28M | 73k | 375.39 |
| 2020-09-30 | $4.6M | 14k | 336.09 |
| 2020-06-30 | $23M | 74k | 309.68 |
| 2020-03-31 | $19M | 74k | 258.40 |
| 2019-12-31 | $24M | 75k | 323.24 |
| 2019-09-30 | $24M | 80k | 298.53 |
| 2019-06-30 | $1.1M | 20k | 55.15 |
| 2019-03-31 | $23M | 82k | 284.56 |
| 2018-12-31 | $24M | 82k | 292.73 |
| 2018-09-30 | $24M | 82k | 292.73 |
| 2018-06-30 | $23M | 82k | 273.05 |
| 2018-03-31 | $22M | 84k | 265.38 |
| 2017-12-31 | $477k | 11k | 44.91 |
| 2017-09-30 | $22M | 87k | 252.92 |
| 2017-06-30 | $23M | 95k | 243.41 |
| 2017-03-31 | $26M | 109k | 237.27 |
| 2016-12-31 | $31M | 136k | 224.99 |
| 2016-09-30 | $30M | 136k | 217.56 |
| 2016-06-30 | $29M | 137k | 210.50 |
| 2016-03-31 | $28M | 137k | 206.65 |
| 2015-12-31 | $28M | 137k | 204.87 |
| 2015-09-30 | $26M | 137k | 192.71 |
| 2015-06-30 | $28M | 136k | 207.22 |
| 2015-03-31 | $28M | 136k | 207.83 |
| 2014-12-31 | $28M | 137k | 206.87 |
| 2014-09-30 | $27M | 135k | 198.26 |
| 2014-06-30 | $27M | 137k | 197.00 |
| 2014-03-31 | $27M | 141k | 188.14 |
| 2013-12-31 | $27M | 145k | 185.65 |
| 2013-09-30 | $24M | 142k | 168.90 |
| 2013-06-30 | $22M | 139k | 160.88 |
More positions owned by Kuehl Shepherd Kozlowski & Associates
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