iShares S&P 500 Index shares owned by Slocum, Gordon & Co
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Slocum, Gordon & Co
from 13F filings
Historical chart of Slocum, Gordon & Co investment in iShares S&P 500 Index
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All positions including iShares S&P 500 Index held by Slocum, Gordon & 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 Slocum, Gordon & Co
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $317k | 474 | 669.30 |
| 2025-06-30 | $294k | 474 | 620.90 |
| 2025-03-31 | $266k | 474 | 561.90 |
| 2024-12-31 | $279k | 474 | 588.68 |
| 2024-09-30 | $273k | 474 | 576.82 |
| 2024-06-30 | $259k | 474 | 547.23 |
| 2024-03-31 | $249k | 474 | 525.73 |
| 2023-12-31 | $226k | 474 | 477.63 |
| 2023-09-30 | $204k | 474 | 429.43 |
| 2023-06-30 | $211k | 474 | 445.71 |
| 2023-03-31 | $195k | 474 | 411.08 |
| 2022-12-31 | $182k | 474 | 384.21 |