iShares S&P 500 Index shares owned by Orcam Financial Group
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Orcam Financial Group
from 13F filings
Historical chart of Orcam Financial Group investment in iShares S&P 500 Index
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All positions including iShares S&P 500 Index held by Orcam Financial Group 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 Orcam Financial Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $332k | 575 | 576.82 |
| 2024-06-30 | $315k | 575 | 547.23 |
| 2024-03-31 | $302k | 575 | 525.73 |
| 2023-12-31 | $275k | 575 | 477.63 |
| 2023-09-30 | $247k | 575 | 429.43 |
| 2023-06-30 | $256k | 575 | 445.22 |
| 2023-03-31 | $236k | 575 | 410.43 |
| 2022-12-31 | $221k | 575 | 384.35 |
| 2022-09-30 | $206k | 575 | 358.26 |
| 2022-06-30 | $218k | 575 | 379.13 |
| 2022-03-31 | $261k | 575 | 453.91 |
| 2021-12-31 | $274k | 575 | 476.52 |