iShares S&P 500 Index shares owned by MCF Advisors
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by MCF Advisors
from 13F filings
Historical chart of MCF Advisors 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 MCF Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in iShares S&P 500 Index by MCF Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $45M | 67k | 669.30 |
| 2025-06-30 | $43M | 69k | 620.90 |
| 2025-03-31 | $41M | 72k | 561.90 |
| 2024-12-31 | $43M | 73k | 588.68 |
| 2024-09-30 | $43M | 74k | 576.82 |
| 2024-06-30 | $41M | 74k | 547.23 |
| 2024-03-31 | $38M | 73k | 525.73 |
| 2023-12-31 | $35M | 73k | 477.63 |
| 2023-09-30 | $32M | 74k | 430.27 |
| 2023-06-30 | $34M | 76k | 445.71 |
| 2023-03-31 | $33M | 81k | 411.08 |
| 2022-12-31 | $30M | 78k | 384.21 |
| 2022-09-30 | $31M | 87k | 358.65 |
| 2022-06-30 | $33M | 87k | 379.15 |
| 2022-03-31 | $39M | 87k | 453.69 |
| 2021-09-30 | $38M | 89k | 430.82 |
| 2021-06-30 | $36M | 83k | 429.91 |
| 2021-03-31 | $26M | 66k | 397.82 |
| 2020-12-31 | $24M | 63k | 375.39 |
| 2020-09-30 | $21M | 62k | 336.06 |
| 2020-06-30 | $20M | 63k | 309.69 |
| 2020-03-31 | $15M | 58k | 258.41 |
| 2019-12-31 | $16M | 49k | 323.24 |
| 2019-09-30 | $14M | 47k | 298.52 |
| 2019-06-30 | $14M | 46k | 294.76 |
| 2019-03-31 | $13M | 44k | 284.57 |
| 2018-12-31 | $9.9M | 39k | 251.60 |
| 2018-09-30 | $11M | 37k | 292.73 |
| 2018-06-30 | $10M | 38k | 273.04 |
| 2018-03-31 | $9.6M | 36k | 265.36 |
| 2017-12-31 | $8.6M | 32k | 268.84 |
| 2017-09-30 | $7.2M | 28k | 252.92 |
| 2017-06-30 | $5.8M | 24k | 243.40 |
| 2017-03-31 | $5.4M | 23k | 237.29 |
| 2016-12-31 | $5.1M | 23k | 225.02 |
| 2016-09-30 | $4.0M | 19k | 217.54 |
| 2016-06-30 | $4.1M | 19k | 210.50 |
| 2016-03-31 | $4.0M | 19k | 206.67 |
| 2015-12-31 | $3.7M | 18k | 204.86 |
| 2015-09-30 | $2.2M | 11k | 192.67 |
| 2015-06-30 | $448k | 2.2k | 207.12 |
| 2015-03-31 | $450k | 2.2k | 208.04 |
| 2014-12-31 | $447k | 2.2k | 206.66 |
| 2014-09-30 | $407k | 2.2k | 188.16 |
| 2014-06-30 | $407k | 2.2k | 188.16 |
| 2014-03-31 | $407k | 2.2k | 188.16 |
| 2013-12-31 | $407k | 2.2k | 188.16 |
| 2013-09-30 | $405k | 2.2k | 188.28 |
| 2013-06-30 | $3.0k | 14 | 214.29 |
| 2013-03-31 | $3.0k | 17 | 176.47 |
| 2012-12-31 | $3.0k | 17 | 176.47 |
| 2012-09-30 | $11k | 59 | 186.44 |
| 2012-06-30 | $39k | 207 | 188.41 |
| 2012-03-31 | $39k | 206 | 189.32 |
| 2011-12-31 | $23k | 122 | 188.52 |