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iShares S&P 500 Index shares owned by SFM

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

Historical chart of SFM 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 SFM 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 SFM

Quarter filed Position value Share count Share price at filing
2025-09-30 $10M 15k 669.32
2025-06-30 $9.8M 16k 620.88
2025-03-31 $4.9M 8.7k 561.93
2024-12-31 $5.2M 8.9k 588.71
2024-09-30 $5.1M 8.8k 576.85
2024-06-30 $4.9M 9.0k 547.26
2024-03-31 $4.8M 9.1k 525.76
2023-12-31 $4.6M 9.6k 477.65