iShares S&P 500 Index shares owned by Orin Green Financial
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Orin Green Financial
from 13F filings
Historical chart of Orin Green Financial investment in iShares S&P 500 Index
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All positions including iShares S&P 500 Index held by Orin Green Financial 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 Orin Green Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $27M | 57k | 476.84 |
| 2023-09-30 | $25M | 58k | 429.43 |
| 2023-06-30 | $27M | 60k | 445.70 |
| 2023-03-31 | $25M | 60k | 411.08 |
| 2022-12-31 | $23M | 60k | 384.22 |
| 2022-09-30 | $21M | 57k | 358.50 |
| 2022-06-30 | $18M | 46k | 385.29 |
| 2022-03-31 | $20M | 45k | 453.70 |
| 2021-12-31 | $20M | 44k | 451.37 |
| 2021-09-30 | $18M | 42k | 430.81 |
| 2021-06-30 | $18M | 42k | 429.91 |
| 2021-03-31 | $14M | 35k | 397.81 |
| 2020-12-31 | $12M | 33k | 375.39 |