iShares S&P 500 Index shares owned by Permanens Capital
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Permanens Capital
from 13F filings
Historical chart of Permanens Capital investment in iShares S&P 500 Index
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All positions including iShares S&P 500 Index held by Permanens Capital 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 Permanens Capital
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $398k | 594 | 669.30 |
| 2025-06-30 | $369k | 594 | 620.90 |
| 2025-03-31 | $314k | 559 | 561.90 |
| 2021-06-30 | $7.0k | 17 | 411.76 |
| 2021-03-31 | $7.0k | 17 | 411.76 |
| 2020-12-31 | $6.0k | 17 | 352.94 |
| 2020-09-30 | $5.0k | 16 | 312.50 |
| 2020-06-30 | $5.0k | 16 | 312.50 |
| 2020-03-31 | $4.0k | 16 | 250.00 |
| 2019-12-31 | $5.0k | 16 | 312.50 |
| 2019-09-30 | $5.0k | 16 | 312.50 |
| 2019-06-30 | $5.0k | 16 | 312.50 |
| 2018-12-31 | $153M | 609k | 251.61 |