iShares S&P 500 Index shares owned by Montis Financial
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Montis Financial
from 13F filings
Historical chart of Montis Financial investment in iShares S&P 500 Index
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Quarterly reported holdings in iShares S&P 500 Index by Montis Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $11M | 17k | 669.32 |
| 2025-06-30 | $11M | 18k | 620.89 |
| 2025-03-31 | $10M | 18k | 561.89 |
| 2024-12-31 | $11M | 19k | 588.68 |
| 2024-09-30 | $7.5M | 13k | 576.82 |
| 2024-06-30 | $202k | 369 | 547.18 |
| 2020-12-31 | $659k | 1.8k | 375.93 |