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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

Tip: Access up to 7 years of quarterly data

All positions including iShares S&P 500 Index held by Matson Money 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 Matson Money

Quarter filed Position value Share count Share price at filing
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