iShares S&P 500 Index shares owned by Shufro Rose & Co
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Shufro Rose & Co
from 13F filings
Historical chart of Shufro Rose & Co investment in iShares S&P 500 Index
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All positions including iShares S&P 500 Index held by Shufro Rose & Co 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 Shufro Rose & Co
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $56M | 100k | 561.90 |
| 2025-06-30 | $56M | 100k | 561.90 |
| 2025-03-31 | $58M | 103k | 561.90 |
| 2024-12-31 | $38M | 64k | 588.68 |
| 2024-09-30 | $19M | 34k | 547.23 |
| 2024-03-31 | $12M | 23k | 525.73 |
| 2022-03-31 | $204k | 450 | 453.33 |
| 2021-12-31 | $232k | 486 | 477.37 |
| 2021-09-30 | $209k | 486 | 430.04 |
| 2019-09-30 | $6.0k | 20 | 300.00 |