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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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All positions including iShares S&P 500 Index held by Kuehl Shepherd Kozlowski & Associates consolidated in one spreadsheet with up to 7 years of data

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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
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

Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
American Centy Etf Tr Avantis Shfxdinc (AVSF)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Vanguard Index Fds Sm Cp Val Etf (VBR)
American Centy Etf Tr Avantis Core Fi (AVIG)
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)
Vanguard World Mega Cap Index (MGC)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Dimensional Etf Trust Internatnal Val (DFIV)
Ishares Tr Core S&p500 Etf (IVV)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Vanguard Index Fds Large Cap Etf (VV)
Ishares Tr Core Msci Total (IXUS)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)

View all positions for Kuehl Shepherd Kozlowski & Associates

Top funds holding iShares S&P 500 Index

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