iShares S&P 500 Index shares owned by Maryland Capital Advisors
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Maryland Capital Advisors
from 13F filings
Historical chart of Maryland Capital Advisors investment in iShares S&P 500 Index
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All positions including iShares S&P 500 Index held by Maryland Capital Advisors 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 Maryland Capital Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $6.3k | 11 | 576.91 |
| 2024-06-30 | $6.0k | 11 | 547.27 |
| 2024-03-31 | $5.8k | 11 | 525.82 |
| 2023-12-31 | $5.3k | 11 | 477.64 |
| 2023-09-30 | $4.7k | 11 | 429.45 |
| 2023-06-30 | $4.9k | 11 | 445.73 |
| 2023-03-31 | $4.5k | 11 | 411.09 |
| 2022-03-31 | $34k | 75 | 453.33 |
| 2021-12-31 | $36k | 75 | 480.00 |