iShares S&P 500 Index shares owned by Montgomery Investment Management
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Montgomery Investment Management
from 13F filings
Historical chart of Montgomery Investment Management investment in iShares S&P 500 Index
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Quarterly reported holdings in iShares S&P 500 Index by Montgomery Investment Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $3.6M | 5.4k | 669.28 |
| 2025-06-30 | $3.2M | 5.1k | 620.92 |
| 2025-03-31 | $2.6M | 4.6k | 561.96 |
| 2024-12-31 | $2.7M | 4.6k | 588.68 |
| 2024-09-30 | $2.4M | 4.2k | 576.77 |
| 2024-06-30 | $2.3M | 4.2k | 547.20 |
| 2024-03-31 | $2.2M | 4.2k | 525.67 |
| 2023-12-31 | $1.9M | 3.9k | 477.63 |
| 2023-09-30 | $1.7M | 3.9k | 429.43 |
| 2023-06-30 | $1.8M | 3.9k | 445.71 |
| 2023-03-31 | $1.6M | 3.9k | 411.08 |
| 2022-12-31 | $1.5M | 3.9k | 384.21 |
| 2022-09-30 | $1.4M | 3.9k | 358.74 |
| 2022-06-30 | $1.5M | 3.9k | 379.27 |
| 2022-03-31 | $1.8M | 3.9k | 453.68 |
| 2021-12-31 | $1.9M | 3.9k | 477.03 |
| 2021-09-30 | $1.7M | 3.9k | 430.84 |
| 2021-06-30 | $1.7M | 3.9k | 429.82 |
| 2021-03-31 | $1.6M | 3.9k | 397.74 |
| 2020-12-31 | $1.5M | 3.9k | 375.42 |
| 2020-09-30 | $1.3M | 3.9k | 336.16 |
| 2020-06-30 | $1.2M | 3.9k | 309.73 |
| 2020-03-31 | $1.0M | 3.9k | 258.40 |
| 2019-12-31 | $869k | 2.7k | 323.17 |
| 2019-09-30 | $803k | 2.7k | 298.62 |
| 2019-06-30 | $793k | 2.7k | 294.91 |
| 2019-03-31 | $765k | 2.7k | 284.49 |
| 2018-12-31 | $677k | 2.7k | 251.77 |
| 2018-09-30 | $787k | 2.7k | 292.67 |
| 2018-06-30 | $549k | 2.0k | 273.27 |
| 2018-03-31 | $533k | 2.0k | 265.31 |
| 2017-12-31 | $540k | 2.0k | 268.79 |
| 2017-09-30 | $508k | 2.0k | 252.86 |
| 2017-06-30 | $489k | 2.0k | 243.40 |
| 2017-03-31 | $477k | 2.0k | 237.43 |
More positions owned by Montgomery Investment Management
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