Sonoma Allocations »

iShares S&P 500 Index shares owned by Sonoma Allocations

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

Historical chart of Sonoma Allocations 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 Sonoma Allocations consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in iShares S&P 500 Index by Sonoma Allocations

Quarter filed Position value Share count Share price at filing
2025-09-30 $34M 51k 664.01