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
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All positions including iShares S&P 500 Index held by Middleton & Company 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 Middleton & Company
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 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 |