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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

Tip: Access up to 7 years of quarterly data

All positions including iShares S&P 500 Index held by Mount Vernon Associates consolidated in one spreadsheet with up to 7 years of data

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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
2024-09-30 $416k 721 576.98
2024-06-30 $395k 721 547.85

More positions owned by Mount Vernon Associates

Apple (AAPL)
Microsoft Corporation (MSFT)
Costco Wholesale Corporation (COST)
Amazon (AMZN)
Facebook Inc cl a (META)
Alphabet Inc Class C cs (GOOG)
JPMorgan Chase & Co. (JPM)
American Express Company (AXP)
CSX Corporation (CSX)
Tractor Supply Company (TSCO)
Bank of America Corporation (BAC)
Uber Technologies (UBER)
Spotify Technology Sa (SPOT)
Honeywell International (HON)
Cisco Systems (CSCO)

View all positions for Mount Vernon Associates

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