iShares S&P 500 Index shares owned by O'rourke & Company
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by O'rourke & Company
from 13F filings
Historical chart of O'rourke & Company 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 O'rourke & Company 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 O'rourke & Company
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $703k | 1.1k | 669.06 |
| 2025-06-30 | $490k | 789 | 621.13 |
| 2025-03-31 | $447k | 795 | 561.68 |
| 2024-12-31 | $461k | 783 | 588.77 |
| 2024-09-30 | $440k | 762 | 577.12 |
| 2024-06-30 | $405k | 740 | 547.30 |
| 2024-03-31 | $368k | 700 | 525.71 |
| 2023-12-31 | $259k | 543 | 476.98 |
| 2023-09-30 | $236k | 549 | 429.87 |