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
Download as csvQuarterly 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 |