iShares S&P 500 Index shares owned by McLean Asset Management Corp
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by McLean Asset Management Corp
from 13F filings
Historical chart of McLean Asset Management Corp investment in iShares S&P 500 Index
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Quarterly reported holdings in iShares S&P 500 Index by McLean Asset Management Corp
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $848k | 1.4k | 588.86 |
| 2024-09-30 | $829k | 1.4k | 575.86 |
| 2024-06-30 | $813k | 1.4k | 564.42 |
| 2024-03-31 | $752k | 1.4k | 521.93 |
| 2023-12-31 | $677k | 1.4k | 470.25 |
| 2023-09-30 | $364k | 833 | 436.68 |
| 2023-06-30 | $371k | 833 | 445.91 |
| 2023-03-31 | $343k | 833 | 411.26 |
| 2022-12-31 | $406k | 1.1k | 384.34 |
| 2022-09-30 | $384k | 1.1k | 363.98 |
| 2022-06-30 | $407k | 1.1k | 385.78 |
| 2022-03-31 | $482k | 1.1k | 454.29 |
| 2021-12-31 | $502k | 1.1k | 473.14 |
| 2021-09-30 | $485k | 1.1k | 457.55 |
| 2021-06-30 | $457k | 1.1k | 433.59 |
| 2021-03-31 | $442k | 1.1k | 419.35 |
| 2020-12-31 | $356k | 947 | 375.92 |
More positions owned by McLean Asset Management Corp
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