iShares S&P 500 Index shares owned by Simplify Asset Management
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Simplify Asset Management
from 13F filings
Historical chart of Simplify Asset 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 Simplify Asset Management consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in iShares S&P 500 Index by Simplify Asset Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $665M | 994k | 669.30 |
| 2025-06-30 | $691M | 1.1M | 620.90 |
| 2025-03-31 | $676M | 1.2M | 561.90 |
| 2024-12-31 | $581M | 987k | 588.68 |
| 2024-09-30 | $429M | 744k | 576.82 |
| 2024-06-30 | $384M | 702k | 547.23 |
| 2024-03-31 | $520M | 990k | 525.73 |
| 2023-12-31 | $289M | 605k | 477.63 |
| 2023-09-30 | $278M | 648k | 429.43 |
| 2023-06-30 | $313M | 702k | 445.71 |
| 2023-03-31 | $327M | 796k | 411.08 |
| 2022-12-31 | $452M | 1.2M | 384.21 |
| 2022-09-30 | $544M | 1.5M | 358.65 |
| 2022-06-30 | $613M | 1.6M | 379.15 |
| 2022-03-31 | $723M | 1.6M | 453.69 |
| 2021-12-31 | $700M | 1.5M | 476.99 |
| 2021-09-30 | $509M | 1.2M | 430.82 |
| 2021-06-30 | $407M | 947k | 429.92 |
| 2021-03-31 | $240M | 604k | 397.82 |
| 2020-12-31 | $99k | 265k | 0.38 |