iShares S&P 500 Index shares owned by Roundview Capital
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Roundview Capital
from 13F filings
Historical chart of Roundview Capital investment in iShares S&P 500 Index
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Quarterly reported holdings in iShares S&P 500 Index by Roundview Capital
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $11M | 17k | 669.29 |
| 2025-06-30 | $10M | 17k | 620.89 |
| 2025-03-31 | $9.4M | 17k | 561.91 |
| 2024-12-31 | $9.4M | 16k | 588.69 |
| 2024-09-30 | $7.4M | 13k | 576.81 |
| 2024-06-30 | $6.8M | 13k | 547.21 |
| 2024-03-31 | $6.6M | 13k | 525.73 |
| 2023-12-31 | $5.6M | 12k | 477.62 |
| 2023-09-30 | $5.0M | 12k | 429.42 |
| 2023-06-30 | $5.1M | 12k | 445.70 |
| 2023-03-31 | $4.7M | 11k | 411.10 |
| 2022-12-31 | $4.3M | 11k | 384.22 |
| 2022-09-30 | $3.9M | 11k | 358.62 |
| 2022-06-30 | $4.1M | 11k | 379.17 |
| 2022-03-31 | $4.8M | 11k | 453.67 |
| 2021-12-31 | $4.7M | 9.9k | 477.00 |
| 2021-09-30 | $4.1M | 9.5k | 430.80 |
| 2021-06-30 | $3.5M | 8.1k | 429.97 |
| 2021-03-31 | $3.1M | 7.7k | 397.84 |
| 2020-12-31 | $2.8M | 7.3k | 375.44 |
| 2020-09-30 | $2.4M | 7.2k | 336.05 |
| 2020-06-30 | $2.0M | 6.6k | 309.67 |
| 2020-03-31 | $1.5M | 5.9k | 258.45 |
| 2019-12-31 | $711k | 2.2k | 323.03 |
| 2019-09-30 | $601k | 2.0k | 298.56 |
| 2019-06-30 | $593k | 2.0k | 294.59 |
| 2019-03-31 | $478k | 1.7k | 284.52 |
| 2018-12-31 | $423k | 1.7k | 251.79 |
| 2018-09-30 | $500k | 1.7k | 292.91 |
| 2018-06-30 | $466k | 1.7k | 272.99 |
| 2018-03-31 | $453k | 1.7k | 265.38 |
| 2017-12-31 | $515k | 1.9k | 268.79 |