iShares S&P 500 Index shares owned by Mcdonald Partners
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Mcdonald Partners
from 13F filings
Historical chart of Mcdonald Partners investment in iShares S&P 500 Index
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Quarterly reported holdings in iShares S&P 500 Index by Mcdonald Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $568k | 849 | 669.30 |
| 2025-06-30 | $704k | 1.1k | 621.20 |
| 2025-03-31 | $637k | 1.1k | 562.17 |
| 2024-12-31 | $599k | 1.0k | 588.99 |
| 2024-09-30 | $609k | 1.1k | 577.11 |
| 2024-06-30 | $500k | 913 | 547.55 |
| 2024-03-31 | $480k | 914 | 525.46 |
| 2023-12-31 | $518k | 1.1k | 477.43 |
| 2023-09-30 | $465k | 1.1k | 429.25 |
| 2023-06-30 | $483k | 1.1k | 445.52 |
| 2023-03-31 | $445k | 1.1k | 410.90 |
| 2022-12-31 | $382k | 995 | 384.03 |
| 2022-09-30 | $354k | 988 | 358.30 |
| 2022-06-30 | $2.2M | 5.8k | 379.15 |
| 2022-03-31 | $2.6M | 5.7k | 453.70 |
| 2021-12-31 | $882k | 1.8k | 477.10 |
| 2021-09-30 | $3.2M | 7.3k | 430.85 |
| 2021-06-30 | $3.0M | 7.1k | 429.96 |
| 2021-03-31 | $2.8M | 7.1k | 397.86 |
| 2020-12-31 | $2.2M | 5.8k | 375.41 |