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iShares S&P 500 Index shares owned by MSH Capital Advisors

Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by MSH Capital Advisors from 13F filings

Historical chart of MSH Capital Advisors 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 MSH Capital Advisors 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 MSH Capital Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $8.7M 13k 669.32
2025-06-30 $8.2M 13k 620.90
2025-03-31 $7.4M 13k 561.92
2024-12-31 $7.8M 13k 588.68
2024-09-30 $7.8M 14k 576.84
2024-06-30 $7.7M 14k 547.22
2024-03-31 $8.0M 15k 525.74
2023-12-31 $7.4M 16k 477.62
2023-09-30 $7.7M 18k 429.43
2023-06-30 $8.2M 19k 445.70
2023-03-31 $7.7M 19k 411.09
2022-12-31 $7.4M 19k 384.22
2022-09-30 $6.0M 17k 358.65
2022-06-30 $6.1M 16k 379.15
2022-03-31 $7.4M 16k 453.69
2021-12-31 $7.8M 16k 477.00