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iShares S&P 500 Index shares owned by Schnieders Capital Management

Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Schnieders Capital Management from 13F filings

Historical chart of Schnieders Capital Management 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 Schnieders Capital Management 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 Schnieders Capital Management

Quarter filed Position value Share count Share price at filing
2024-06-30 $3.0M 5.5k 547.26
2024-03-31 $2.9M 5.5k 525.76
2023-12-31 $2.6M 5.5k 477.66
2023-09-30 $2.5M 5.8k 429.45
2023-06-30 $2.6M 5.8k 445.73
2023-03-31 $2.4M 5.8k 411.10
2022-12-31 $2.2M 5.8k 384.23
2022-09-30 $1.1M 3.2k 358.81
2022-06-30 $1.2M 3.2k 379.25
2022-03-31 $896k 2.0k 453.67
2021-12-31 $303k 635 477.17
2021-09-30 $274k 635 431.50
2021-06-30 $273k 635 429.92