iShares S&P 500 Index shares owned by Samalin Investment Counsel
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Samalin Investment Counsel
from 13F filings
Historical chart of Samalin Investment Counsel investment in iShares S&P 500 Index
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Quarterly reported holdings in iShares S&P 500 Index by Samalin Investment Counsel
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.7M | 2.6k | 669.40 |
| 2025-06-30 | $1.6M | 2.6k | 621.04 |
| 2025-03-31 | $1.4M | 2.4k | 561.94 |
| 2024-12-31 | $1.4M | 2.3k | 588.86 |
| 2024-09-30 | $629k | 1.1k | 577.01 |
| 2024-06-30 | $440k | 804 | 547.80 |
| 2024-03-31 | $354k | 673 | 525.88 |
| 2023-09-30 | $210k | 488 | 429.72 |
| 2022-03-31 | $32k | 70 | 453.69 |
| 2021-12-31 | $33k | 70 | 476.99 |
| 2021-09-30 | $30k | 69 | 430.83 |
| 2021-06-30 | $30k | 69 | 429.91 |
| 2020-12-31 | $84k | 222 | 376.07 |
| 2020-09-30 | $72k | 214 | 337.21 |
| 2020-06-30 | $264k | 852 | 309.86 |
| 2019-12-31 | $19k | 60 | 316.67 |
More positions owned by Samalin Investment Counsel
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