iShares S&P 500 Index shares owned by Matson Money
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Matson Money
from 13F filings
Historical chart of Matson Money investment in iShares S&P 500 Index
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Quarterly reported holdings in iShares S&P 500 Index by Matson Money
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $419M | 627k | 669.30 |
| 2025-06-30 | $385M | 620k | 620.90 |
| 2025-03-31 | $348M | 620k | 561.90 |
| 2024-12-31 | $365M | 620k | 588.68 |
| 2024-09-30 | $358M | 620k | 576.82 |
| 2024-06-30 | $339M | 620k | 547.23 |
| 2024-03-31 | $326M | 620k | 525.73 |
| 2023-12-31 | $296M | 620k | 477.63 |
| 2023-09-30 | $258M | 602k | 429.43 |
| 2023-06-30 | $289M | 649k | 445.71 |
| 2023-03-31 | $267M | 649k | 411.08 |
| 2022-12-31 | $243M | 632k | 384.21 |
| 2022-09-30 | $193M | 539k | 358.65 |
| 2022-06-30 | $203M | 536k | 379.15 |
| 2022-03-31 | $221M | 486k | 453.69 |
| 2021-12-31 | $222M | 466k | 476.99 |
| 2021-09-30 | $180M | 418k | 430.82 |
| 2021-06-30 | $180M | 418k | 429.92 |
| 2021-03-31 | $161M | 405k | 397.82 |
| 2020-12-31 | $97M | 260k | 375.39 |
| 2020-09-30 | $67M | 198k | 336.06 |
| 2020-06-30 | $57M | 184k | 309.69 |
| 2020-03-31 | $47M | 182k | 258.40 |
| 2019-12-31 | $59M | 182k | 323.24 |
| 2019-09-30 | $43M | 144k | 298.52 |
| 2019-06-30 | $40M | 137k | 294.75 |
| 2019-03-31 | $38M | 133k | 284.56 |
| 2018-12-31 | $33M | 130k | 251.61 |
| 2018-09-30 | $40M | 137k | 292.73 |
| 2018-06-30 | $37M | 137k | 273.05 |
| 2018-03-31 | $17M | 65k | 265.37 |
| 2017-12-31 | $17M | 61k | 269.78 |
| 2017-09-30 | $4.4M | 17k | 252.89 |