iShares S&P 500 Index shares owned by Mendota Financial Group
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Mendota Financial Group
from 13F filings
Historical chart of Mendota Financial Group investment in iShares S&P 500 Index
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All positions including iShares S&P 500 Index held by Mendota Financial Group 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 Mendota Financial Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $9.9M | 17k | 588.66 |
| 2024-09-30 | $11M | 20k | 576.81 |
| 2024-06-30 | $10M | 19k | 547.23 |
| 2024-03-31 | $9.5M | 18k | 525.72 |
| 2023-12-31 | $3.6M | 7.6k | 477.64 |
| 2023-09-30 | $782k | 1.8k | 429.43 |
| 2023-06-30 | $811k | 1.8k | 445.71 |
| 2023-03-31 | $1.3M | 3.0k | 453.69 |
| 2022-12-31 | $685k | 1.8k | 384.21 |