iShares S&P 500 Index shares owned by Peak Asset Management
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Peak Asset Management
from 13F filings
Historical chart of Peak Asset Management investment in iShares S&P 500 Index
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Quarterly reported holdings in iShares S&P 500 Index by Peak Asset Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $4.2M | 8.8k | 477.64 |
| 2023-09-30 | $3.8M | 8.9k | 429.43 |
| 2023-06-30 | $4.0M | 9.0k | 445.71 |
| 2023-03-31 | $3.8M | 9.3k | 411.08 |
| 2022-12-31 | $3.6M | 9.4k | 384.21 |
| 2022-09-30 | $3.4M | 9.6k | 358.69 |
| 2022-06-30 | $3.6M | 9.5k | 379.15 |
| 2022-03-31 | $4.8M | 11k | 453.67 |
| 2021-12-31 | $5.5M | 11k | 477.01 |
| 2021-09-30 | $5.0M | 12k | 430.85 |
| 2021-06-30 | $5.2M | 12k | 429.90 |
| 2021-03-31 | $5.6M | 14k | 397.82 |
| 2020-12-31 | $5.4M | 14k | 375.35 |
| 2020-09-30 | $5.0M | 15k | 336.07 |
| 2020-06-30 | $4.6M | 15k | 309.69 |
| 2020-03-31 | $4.3M | 17k | 258.38 |
| 2019-12-31 | $5.7M | 18k | 323.22 |
| 2019-09-30 | $5.1M | 17k | 298.51 |
| 2019-06-30 | $5.0M | 17k | 294.73 |
| 2019-03-31 | $4.9M | 17k | 284.57 |
| 2018-12-31 | $4.3M | 17k | 251.60 |
| 2018-09-30 | $5.3M | 18k | 292.73 |
| 2018-06-30 | $4.5M | 17k | 273.06 |
| 2018-03-31 | $4.5M | 17k | 265.39 |
| 2017-12-31 | $4.4M | 16k | 268.82 |
| 2017-09-30 | $4.2M | 17k | 252.92 |
| 2017-06-30 | $4.3M | 18k | 243.43 |
| 2017-03-31 | $4.0M | 17k | 237.27 |
| 2016-12-31 | $3.8M | 17k | 224.97 |
| 2016-09-30 | $3.3M | 15k | 217.56 |
| 2016-06-30 | $3.2M | 15k | 210.49 |
| 2016-03-31 | $2.6M | 13k | 206.66 |
| 2015-12-31 | $1.8M | 8.8k | 204.87 |
| 2015-09-30 | $1.9M | 10k | 192.71 |
| 2015-06-30 | $2.2M | 10k | 207.18 |
| 2015-03-31 | $1.3M | 6.4k | 207.89 |
| 2014-12-31 | $1.1M | 5.5k | 206.95 |