iShares S&P 500 Index shares owned by S.A. Mason
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by S.A. Mason
from 13F filings
Historical chart of S.A. Mason investment in iShares S&P 500 Index
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Quarterly reported holdings in iShares S&P 500 Index by S.A. Mason
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $5.8M | 10k | 576.82 |
| 2024-06-30 | $5.8M | 11k | 547.23 |
| 2024-03-31 | $4.7M | 9.0k | 525.73 |
| 2023-12-31 | $4.2M | 8.8k | 477.63 |
| 2023-09-30 | $3.8M | 8.8k | 429.43 |
| 2023-06-30 | $4.7M | 11k | 411.08 |
| 2023-03-31 | $4.7M | 11k | 411.08 |
| 2022-12-31 | $4.5M | 12k | 384.21 |
| 2022-09-30 | $4.6M | 13k | 358.66 |
| 2022-06-30 | $4.9M | 13k | 379.17 |
| 2022-03-31 | $5.6M | 12k | 453.71 |
| 2021-12-31 | $5.8M | 12k | 476.95 |
| 2021-09-30 | $5.0M | 12k | 430.84 |
| 2021-06-30 | $4.9M | 11k | 429.89 |
| 2021-03-31 | $4.5M | 11k | 397.79 |
| 2020-12-31 | $3.8M | 10k | 375.35 |
| 2020-09-30 | $3.2M | 9.4k | 336.07 |
| 2020-06-30 | $2.8M | 8.9k | 309.69 |
| 2020-03-31 | $2.4M | 9.3k | 258.45 |
| 2019-12-31 | $5.0M | 16k | 323.22 |