iShares S&P 500 Index shares owned by Security National Bank
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Security National Bank
from 13F filings
Historical chart of Security National Bank investment in iShares S&P 500 Index
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Quarterly reported holdings in iShares S&P 500 Index by Security National Bank
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $7.4M | 11k | 669.30 |
| 2025-06-30 | $6.9M | 11k | 620.90 |
| 2025-03-31 | $5.1M | 9.0k | 561.90 |
| 2024-12-31 | $146M | 249k | 588.68 |
| 2024-09-30 | $157M | 273k | 576.82 |
| 2024-06-30 | $149M | 273k | 547.23 |
| 2024-03-31 | $143M | 273k | 525.73 |
| 2023-09-30 | $2.8M | 6.6k | 430.37 |
| 2023-06-30 | $2.6M | 5.9k | 445.71 |
| 2023-03-31 | $2.3M | 5.5k | 411.08 |
| 2022-12-31 | $1.8M | 4.8k | 384.21 |
| 2022-09-30 | $1.6M | 4.4k | 358.66 |
| 2022-06-30 | $1.4M | 3.7k | 379.06 |
| 2022-03-31 | $1.4M | 3.1k | 453.59 |
| 2021-12-31 | $1.3M | 2.7k | 476.86 |
| 2021-09-30 | $646k | 1.5k | 430.67 |
| 2021-06-30 | $645k | 1.5k | 430.00 |
| 2021-03-31 | $577k | 1.5k | 397.66 |
| 2020-12-31 | $550k | 1.5k | 375.17 |
| 2019-12-31 | $304k | 941 | 323.06 |
| 2019-09-30 | $281k | 941 | 298.62 |
| 2019-06-30 | $326k | 1.1k | 294.76 |
| 2019-03-31 | $315k | 1.1k | 284.81 |