iShares S&P 500 Index shares owned by Marble Harbor Investment Counsel
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Marble Harbor Investment Counsel
from 13F filings
Historical chart of Marble Harbor Investment Counsel investment in iShares S&P 500 Index
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All positions including iShares S&P 500 Index held by Marble Harbor Investment Counsel 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 Marble Harbor Investment Counsel
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.4M | 2.1k | 669.33 |
| 2025-06-30 | $991k | 1.6k | 620.94 |
| 2025-03-31 | $897k | 1.6k | 561.94 |
| 2024-12-31 | $969k | 1.6k | 588.72 |
| 2024-09-30 | $1.6M | 2.8k | 576.84 |
| 2024-06-30 | $1.5M | 2.8k | 547.25 |
| 2024-03-31 | $1.5M | 2.9k | 525.75 |
| 2023-12-31 | $1.3M | 2.8k | 477.65 |
| 2023-09-30 | $1.2M | 2.8k | 429.45 |
| 2023-06-30 | $1.3M | 3.0k | 445.72 |
| 2023-03-31 | $1.2M | 3.0k | 411.09 |
| 2022-12-31 | $1.2M | 3.0k | 384.22 |
| 2022-09-30 | $1.1M | 3.0k | 358.57 |
| 2022-06-30 | $1.1M | 3.0k | 379.25 |
| 2022-03-31 | $1.2M | 2.6k | 453.55 |
| 2021-12-31 | $864k | 1.8k | 476.82 |
| 2021-09-30 | $653k | 1.5k | 431.02 |
| 2021-06-30 | $801k | 1.9k | 430.18 |
| 2021-03-31 | $741k | 1.9k | 397.96 |
| 2020-12-31 | $783k | 2.1k | 375.18 |
| 2020-09-30 | $248k | 737 | 336.50 |
| 2020-06-30 | $228k | 737 | 309.36 |
| 2019-12-31 | $238k | 737 | 322.93 |
More positions owned by Marble Harbor Investment Counsel
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