iShares S&P 500 Index shares owned by Mount Vernon Associates
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Mount Vernon Associates
from 13F filings
Historical chart of Mount Vernon Associates investment in iShares S&P 500 Index
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Quarterly reported holdings in iShares S&P 500 Index by Mount Vernon Associates
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $310k | 463 | 669.55 |
| 2025-06-30 | $287k | 463 | 619.87 |
| 2025-03-31 | $288k | 513 | 561.40 |
| 2024-12-31 | $302k | 513 | 588.69 |
| 2024-09-30 | $416k | 721 | 576.98 |
| 2024-06-30 | $395k | 721 | 547.85 |