iShares S&P 500 Index shares owned by Meridian Investment Counsel
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Meridian Investment Counsel
from 13F filings
Historical chart of Meridian Investment Counsel investment in iShares S&P 500 Index
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All positions including iShares S&P 500 Index held by Meridian Investment Counsel 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 Meridian Investment Counsel
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $387k | 810 | 477.63 |
| 2023-09-30 | $348k | 810 | 429.43 |
| 2023-06-30 | $361k | 810 | 445.71 |
| 2023-03-31 | $271k | 660 | 411.08 |
| 2022-12-31 | $254k | 660 | 384.85 |
| 2022-09-30 | $237k | 660 | 359.09 |
| 2022-06-30 | $250k | 660 | 378.79 |
| 2022-03-31 | $299k | 660 | 453.03 |
| 2021-12-31 | $315k | 660 | 477.27 |
| 2021-09-30 | $284k | 660 | 430.30 |
| 2021-06-30 | $284k | 660 | 430.30 |
| 2021-03-31 | $263k | 660 | 398.48 |
| 2020-12-31 | $248k | 660 | 375.76 |
| 2020-09-30 | $222k | 660 | 336.36 |
| 2020-06-30 | $204k | 660 | 309.09 |
| 2019-12-31 | $213k | 660 | 322.73 |
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