iShares S&P 500 Index shares owned by Mitchell Mcleod Pugh & Williams
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Mitchell Mcleod Pugh & Williams
from 13F filings
Historical chart of Mitchell Mcleod Pugh & Williams investment in iShares S&P 500 Index
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Quarterly reported holdings in iShares S&P 500 Index by Mitchell Mcleod Pugh & Williams
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.1M | 1.6k | 690.37 |
| 2025-06-30 | $942k | 1.5k | 620.83 |
| 2025-03-31 | $879k | 1.6k | 561.73 |
| 2024-12-31 | $918k | 1.6k | 588.71 |
| 2024-09-30 | $899k | 1.6k | 576.65 |
| 2024-06-30 | $969k | 1.8k | 547.23 |
| 2024-03-31 | $875k | 1.7k | 525.73 |
| 2023-12-31 | $783k | 1.6k | 477.63 |
| 2023-09-30 | $674k | 1.6k | 429.43 |
| 2023-06-30 | $704k | 1.6k | 445.71 |
| 2023-03-31 | $694k | 1.7k | 411.08 |
| 2022-12-31 | $643k | 1.7k | 384.21 |
| 2022-09-30 | $554k | 1.5k | 358.34 |
| 2022-06-30 | $647k | 1.7k | 379.25 |
| 2022-03-31 | $885k | 2.0k | 453.61 |
| 2021-12-31 | $931k | 2.0k | 477.19 |
| 2021-09-30 | $865k | 2.0k | 430.78 |
| 2021-06-30 | $856k | 2.0k | 429.72 |
| 2021-03-31 | $448k | 1.1k | 397.87 |
| 2020-12-31 | $371k | 988 | 375.51 |
| 2020-09-30 | $332k | 988 | 336.03 |
| 2020-06-30 | $306k | 988 | 309.72 |
| 2020-03-31 | $255k | 988 | 258.10 |
| 2019-12-31 | $310k | 960 | 322.92 |
| 2019-09-30 | $287k | 960 | 298.96 |
| 2019-06-30 | $283k | 960 | 294.79 |
| 2019-03-31 | $273k | 960 | 284.38 |
| 2018-12-31 | $242k | 960 | 252.08 |
| 2018-09-30 | $289k | 988 | 292.51 |
More positions owned by Mitchell Mcleod Pugh & Williams
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