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
Download as csv Download as ExcelQuarterly 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 |