iShares S&P 500 Index shares owned by Morse Asset Management
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Morse Asset Management
from 13F filings
Historical chart of Morse Asset Management investment in iShares S&P 500 Index
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Quarterly reported holdings in iShares S&P 500 Index by Morse Asset Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $161k | 240 | 669.30 |
| 2025-06-30 | $166k | 268 | 620.90 |
| 2025-03-31 | $152k | 270 | 561.90 |
| 2024-12-31 | $168k | 286 | 588.68 |
| 2024-09-30 | $23k | 40 | 576.83 |