iShares S&P 500 Index shares owned by Marquette Asset Management
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Marquette Asset Management
from 13F filings
Historical chart of Marquette Asset Management investment in iShares S&P 500 Index
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Quarterly reported holdings in iShares S&P 500 Index by Marquette Asset Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $35k | 52 | 669.31 |
| 2025-06-30 | $32k | 52 | 620.90 |
| 2025-03-31 | $44k | 79 | 561.91 |
| 2024-12-31 | $31k | 52 | 588.69 |
| 2024-09-30 | $72k | 125 | 576.82 |
| 2024-06-30 | $34k | 62 | 547.24 |
| 2024-03-31 | $35k | 66 | 525.74 |
| 2023-12-31 | $43k | 89 | 477.64 |
| 2023-09-30 | $42k | 97 | 429.43 |
| 2023-06-30 | $66k | 147 | 445.71 |
| 2023-03-31 | $63k | 153 | 411.09 |
| 2022-12-31 | $70k | 181 | 384.21 |
| 2022-09-30 | $66k | 184 | 358.70 |
| 2022-06-30 | $70k | 184 | 380.43 |
| 2022-03-31 | $88k | 195 | 451.28 |
| 2021-12-31 | $95k | 200 | 475.00 |
| 2021-09-30 | $111k | 257 | 431.91 |
| 2021-06-30 | $92k | 215 | 427.91 |
| 2021-03-31 | $89k | 223 | 399.10 |
| 2020-12-31 | $88k | 235 | 374.47 |
| 2020-09-30 | $84k | 251 | 334.66 |
| 2020-06-30 | $78k | 251 | 310.76 |
| 2020-03-31 | $66k | 257 | 256.81 |
| 2019-12-31 | $84k | 260 | 323.08 |
| 2019-09-30 | $78k | 260 | 300.00 |
| 2019-06-30 | $77k | 260 | 296.15 |
| 2019-03-31 | $77k | 270 | 285.19 |
More positions owned by Marquette Asset Management
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