iShares S&P 500 Index shares owned by Money Design
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Money Design
from 13F filings
Historical chart of Money Design investment in iShares S&P 500 Index
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Quarterly reported holdings in iShares S&P 500 Index by Money Design
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-06-30 | $11M | 18k | 620.89 |
| 2025-03-31 | $11M | 19k | 561.89 |
| 2024-12-31 | $11M | 19k | 590.98 |
| 2024-09-30 | $10M | 18k | 576.83 |
| 2024-06-30 | $9.6M | 18k | 547.26 |
| 2024-03-31 | $9.3M | 18k | 525.72 |
| 2023-12-31 | $7.7M | 16k | 477.65 |
| 2023-09-30 | $6.8M | 16k | 429.46 |
| 2023-06-30 | $6.9M | 16k | 445.71 |
| 2023-03-31 | $6.7M | 16k | 411.08 |
| 2022-12-31 | $5.9M | 15k | 384.24 |
| 2022-09-30 | $4.9M | 14k | 358.68 |
| 2022-06-30 | $5.4M | 14k | 379.17 |
| 2022-03-31 | $6.3M | 14k | 453.65 |
| 2021-12-31 | $6.8M | 14k | 478.20 |
| 2021-09-30 | $3.5M | 8.1k | 430.81 |
| 2020-09-30 | $286k | 851 | 336.08 |
| 2020-06-30 | $202k | 652 | 309.82 |
| 2020-03-31 | $139k | 539 | 257.89 |