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iShares S&P 500 Index shares owned by Mid Atlantic Financial Management

Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Mid Atlantic Financial Management from 13F filings

Historical chart of Mid Atlantic Financial Management 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 Mid Atlantic Financial Management 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 Mid Atlantic Financial Management

Quarter filed Position value Share count Share price at filing
2021-09-30 $29M 66k 430.83
2021-06-30 $29M 68k 429.93
2021-03-31 $25M 63k 397.82
2020-12-31 $28M 75k 375.39
2020-09-30 $28M 79k 355.83
2020-06-30 $31M 100k 309.69
2020-03-31 $28M 109k 258.40
2019-12-31 $31M 97k 323.24
2019-09-30 $26M 86k 298.52
2019-06-30 $24M 80k 294.76
2019-03-31 $21M 74k 284.56
2018-12-31 $15M 60k 251.62