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iShares S&P 500 Index shares owned by Smithbridge Asset Management

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

Historical chart of Smithbridge 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 Smithbridge 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 Smithbridge Asset Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $5.2M 10k 525.73
2023-12-31 $4.9M 10k 477.61
2023-09-30 $4.7M 11k 429.39
2023-06-30 $5.0M 11k 445.74
2023-03-31 $4.6M 11k 411.07
2022-12-31 $5.0M 13k 384.24
2022-09-30 $4.7M 13k 358.66
2022-06-30 $5.3M 14k 379.17
2022-03-31 $6.5M 14k 453.68
2021-12-31 $8.1M 17k 476.96
2021-09-30 $7.4M 17k 430.85
2021-06-30 $9.5M 22k 429.93