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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

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Quarterly reported holdings in iShares S&P 500 Index by Simplify Asset Management

Quarter filed Position value Share count Share price at filing
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