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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

Tip: Access up to 7 years of quarterly data

All positions including iShares S&P 500 Index held by Roundview 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 Roundview Capital

Quarter filed Position value Share count Share price at filing
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