iShares S&P 500 Index shares owned by Moloney Securities Asset Management
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Moloney Securities Asset Management
from 13F filings
Historical chart of Moloney Securities Asset Management investment in iShares S&P 500 Index
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Quarterly reported holdings in iShares S&P 500 Index by Moloney Securities Asset Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $6.9M | 10k | 669.31 |
| 2025-06-30 | $6.4M | 10k | 620.93 |
| 2025-03-31 | $5.9M | 11k | 561.91 |
| 2024-12-31 | $6.0M | 10k | 588.68 |
| 2024-09-30 | $6.1M | 11k | 576.81 |
| 2024-06-30 | $5.9M | 11k | 547.24 |
| 2024-03-31 | $18M | 34k | 525.72 |
| 2023-12-31 | $13M | 28k | 477.62 |
| 2023-09-30 | $17M | 41k | 429.43 |
| 2023-06-30 | $13M | 30k | 445.71 |
| 2023-03-31 | $3.9M | 9.6k | 411.09 |
| 2022-12-31 | $3.5M | 9.2k | 384.22 |
| 2022-09-30 | $3.2M | 9.0k | 358.62 |
| 2022-06-30 | $3.3M | 8.8k | 379.16 |
| 2022-03-31 | $3.8M | 8.3k | 453.66 |
| 2021-12-31 | $3.9M | 8.1k | 477.01 |
| 2021-09-30 | $3.4M | 7.9k | 430.81 |
| 2021-06-30 | $3.6M | 8.3k | 429.90 |
| 2021-03-31 | $3.1M | 7.8k | 397.79 |
| 2020-12-31 | $2.8M | 7.5k | 375.37 |
| 2020-09-30 | $2.5M | 7.4k | 336.04 |
| 2020-06-30 | $2.3M | 7.4k | 309.65 |
| 2020-03-31 | $2.3M | 8.8k | 258.42 |
| 2019-12-31 | $3.6M | 11k | 323.24 |
| 2019-09-30 | $3.1M | 11k | 298.53 |
| 2019-06-30 | $3.2M | 11k | 294.70 |
| 2019-03-31 | $3.0M | 11k | 284.55 |
| 2018-12-31 | $2.7M | 11k | 251.64 |
| 2018-09-30 | $2.5M | 8.6k | 292.73 |
| 2018-06-30 | $2.9M | 11k | 273.05 |
| 2018-03-31 | $2.8M | 10k | 265.37 |
| 2017-12-31 | $2.3M | 8.7k | 268.88 |
| 2017-09-30 | $2.2M | 8.7k | 252.92 |
| 2017-06-30 | $2.1M | 8.6k | 243.37 |
| 2017-03-31 | $1.7M | 7.3k | 237.28 |
| 2016-12-31 | $483k | 2.1k | 224.97 |
More positions owned by Moloney Securities Asset Management
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