iShares S&P 500 Index shares owned by Monetary Management
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Monetary Management
from 13F filings
Historical chart of Monetary Management investment in iShares S&P 500 Index
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Quarterly reported holdings in iShares S&P 500 Index by Monetary Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-09-30 | $1.1M | 2.6k | 429.43 |
| 2023-06-30 | $1.2M | 2.6k | 445.71 |
| 2023-03-31 | $1.1M | 2.7k | 411.08 |
| 2022-12-31 | $1.0M | 2.7k | 384.21 |
| 2022-09-30 | $1.1M | 3.2k | 358.65 |
| 2022-06-30 | $255k | 673 | 378.90 |
| 2022-03-31 | $305k | 673 | 453.19 |
| 2021-12-31 | $321k | 673 | 476.97 |
| 2021-09-30 | $290k | 673 | 430.91 |
| 2021-06-30 | $289k | 673 | 429.42 |
| 2021-03-31 | $268k | 673 | 398.22 |
| 2020-12-31 | $253k | 673 | 375.93 |
| 2020-09-30 | $226k | 673 | 335.81 |
| 2020-06-30 | $208k | 673 | 309.06 |
| 2020-03-31 | $174k | 673 | 258.54 |
| 2019-12-31 | $476k | 1.5k | 323.15 |
| 2019-09-30 | $433k | 1.5k | 298.62 |
| 2019-06-30 | $427k | 1.5k | 294.48 |
| 2019-03-31 | $413k | 1.5k | 284.83 |
| 2018-12-31 | $365k | 1.5k | 251.72 |
| 2018-09-30 | $424k | 1.5k | 292.41 |
| 2018-06-30 | $396k | 1.5k | 273.10 |
| 2018-03-31 | $385k | 1.5k | 265.52 |
| 2017-12-31 | $390k | 1.5k | 268.97 |
| 2017-09-30 | $367k | 1.5k | 253.10 |
| 2017-06-30 | $353k | 1.5k | 243.45 |
| 2017-03-31 | $344k | 1.5k | 237.24 |
| 2016-12-31 | $326k | 1.5k | 224.83 |
| 2016-09-30 | $305k | 1.4k | 217.86 |
| 2016-06-30 | $295k | 1.4k | 210.71 |
| 2016-03-31 | $284k | 1.4k | 206.55 |
| 2015-12-31 | $282k | 1.4k | 205.09 |
| 2015-09-30 | $265k | 1.4k | 192.73 |
| 2015-06-30 | $275k | 1.3k | 207.55 |
| 2015-03-31 | $275k | 1.3k | 207.55 |
| 2014-12-31 | $274k | 1.3k | 206.79 |
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