Middleton & Company »

iShares S&P 500 Index shares owned by Middleton & Company

Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Middleton & Company from 13F filings

Historical chart of Middleton & Company 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 Middleton & Company consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in iShares S&P 500 Index by Middleton & Company

Quarter filed Position value Share count Share price at filing
2024-09-30 $30M 53k 576.82
2024-06-30 $28M 52k 547.23
2024-03-31 $27M 51k 525.73
2023-09-30 $22M 50k 429.43
2023-06-30 $22M 50k 445.71
2023-03-31 $21M 50k 411.08
2022-12-31 $19M 50k 384.21
2022-09-30 $18M 50k 358.65
2022-06-30 $19M 50k 379.16
2022-03-31 $23M 50k 453.70
2021-12-31 $24M 49k 476.99
2021-09-30 $23M 52k 430.81
2021-06-30 $23M 52k 429.92
2021-03-31 $18M 44k 397.83
2020-12-31 $4.8M 13k 375.39
2020-09-30 $4.7M 14k 336.09
2020-06-30 $4.6M 15k 309.71
2020-03-31 $4.1M 16k 258.37
2019-12-31 $5.7M 18k 323.25
2019-09-30 $5.5M 19k 298.53
2019-06-30 $5.5M 19k 294.75
2019-03-31 $5.5M 20k 284.56
2018-12-31 $4.8M 19k 251.60
2018-09-30 $5.5M 19k 292.73
2018-06-30 $5.1M 19k 273.04
2018-03-31 $4.7M 18k 265.36
2017-12-31 $4.8M 18k 268.83
2017-09-30 $4.4M 18k 252.93
2017-06-30 $3.9M 16k 243.42
2017-03-31 $3.6M 15k 237.27
2016-12-31 $420k 1.9k 225.20