iShares S&P 500 Index shares owned by Kurt F. Somerville
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Kurt F. Somerville
from 13F filings
Historical chart of Kurt F. Somerville investment in iShares S&P 500 Index
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Quarterly reported holdings in iShares S&P 500 Index by Kurt F. Somerville
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-09-30 | $3.2M | 7.6k | 429.44 |
| 2023-06-30 | $3.4M | 7.6k | 445.71 |
| 2023-03-31 | $3.1M | 7.6k | 411.07 |
| 2022-12-31 | $2.9M | 7.6k | 384.22 |
| 2022-09-30 | $2.8M | 7.7k | 365.85 |
| 2022-06-30 | $2.9M | 7.7k | 379.11 |
| 2022-03-31 | $3.5M | 7.7k | 453.66 |
| 2021-12-31 | $3.7M | 7.7k | 476.95 |
| 2021-09-30 | $484k | 1.1k | 430.99 |
| 2021-06-30 | $483k | 1.1k | 430.10 |
| 2021-03-31 | $447k | 1.1k | 398.04 |
| 2020-12-31 | $422k | 1.1k | 375.78 |
| 2020-09-30 | $374k | 1.1k | 333.33 |
| 2020-06-30 | $310k | 1.0k | 310.00 |
| 2020-03-31 | $258k | 1.0k | 258.00 |
| 2019-12-31 | $323k | 1.0k | 323.00 |
| 2019-09-30 | $299k | 1.0k | 299.00 |
| 2019-06-30 | $295k | 1.0k | 295.00 |
| 2019-03-31 | $285k | 1.0k | 285.00 |
| 2018-12-31 | $252k | 1.0k | 252.00 |
| 2018-09-30 | $703k | 2.4k | 293.00 |
| 2018-06-30 | $655k | 2.4k | 273.00 |
| 2018-03-31 | $636k | 2.4k | 265.00 |
| 2017-12-31 | $645k | 2.4k | 269.00 |
| 2017-09-30 | $669k | 2.6k | 252.80 |
| 2017-06-30 | $644k | 2.6k | 243.20 |
| 2017-03-31 | $664k | 2.8k | 237.48 |
| 2016-12-31 | $630k | 2.8k | 225.32 |
| 2016-09-30 | $608k | 2.8k | 217.45 |
| 2016-06-30 | $588k | 2.8k | 210.30 |
| 2016-03-31 | $578k | 2.8k | 206.72 |
| 2015-12-31 | $572k | 2.8k | 204.58 |
| 2015-09-30 | $539k | 2.8k | 192.78 |
| 2015-06-30 | $579k | 2.8k | 207.08 |
| 2015-03-31 | $581k | 2.8k | 207.80 |
| 2014-12-31 | $578k | 2.8k | 206.72 |
| 2014-09-30 | $277k | 1.4k | 198.14 |
| 2014-06-30 | $275k | 1.4k | 196.71 |
| 2014-03-31 | $263k | 1.4k | 188.13 |
| 2013-12-31 | $260k | 1.4k | 185.98 |
| 2013-09-30 | $236k | 1.4k | 168.81 |