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iShares S&P 500 Index shares owned by Patrick M Sweeney & Associates

Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Patrick M Sweeney & Associates from 13F filings

Historical chart of Patrick M Sweeney & Associates 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 Patrick M Sweeney & Associates 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 Patrick M Sweeney & Associates

Quarter filed Position value Share count Share price at filing
2025-09-30 $244k 365 669.30
2025-06-30 $229k 365 628.17
2025-03-31 $205k 365 561.90
2024-12-31 $215k 365 588.68
2024-09-30 $211k 365 576.82