iShares S&P 500 Index shares owned by Prudent Man Advisors
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Prudent Man Advisors
from 13F filings
Historical chart of Prudent Man Advisors 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 Prudent Man Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in iShares S&P 500 Index by Prudent Man Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $3.2M | 4.7k | 669.30 |
| 2025-06-30 | $4.2M | 6.8k | 620.90 |
| 2025-03-31 | $3.9M | 7.0k | 561.90 |
| 2024-12-31 | $3.3M | 5.7k | 588.68 |
| 2024-09-30 | $3.4M | 5.9k | 576.82 |
| 2024-06-30 | $3.2M | 5.9k | 547.23 |
| 2024-03-31 | $3.1M | 5.9k | 525.73 |
| 2023-12-31 | $1.8M | 3.7k | 477.63 |
| 2023-09-30 | $1.6M | 3.7k | 429.43 |
| 2023-06-30 | $1.6M | 3.7k | 445.78 |
| 2023-03-31 | $1.5M | 3.7k | 411.17 |
| 2022-12-31 | $1.9M | 4.8k | 384.22 |
| 2022-09-30 | $1.7M | 4.9k | 358.70 |
| 2022-06-30 | $1.8M | 4.9k | 379.20 |
| 2022-03-31 | $2.2M | 4.9k | 453.45 |
| 2021-12-31 | $2.5M | 5.1k | 477.03 |
| 2021-09-30 | $2.2M | 5.1k | 430.74 |
| 2021-06-30 | $2.2M | 5.1k | 429.96 |
| 2021-03-31 | $2.1M | 5.4k | 397.81 |
| 2020-12-31 | $2.2M | 5.9k | 375.47 |
| 2020-09-30 | $1.8M | 5.8k | 309.66 |
| 2020-06-30 | $1.8M | 5.8k | 309.66 |