iShares S&P 500 Index shares owned by SP Asset Management
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by SP Asset Management
from 13F filings
Historical chart of SP 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 SP 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 SP Asset Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $3.1M | 4.7k | 669.31 |
| 2025-06-30 | $2.6M | 4.2k | 620.94 |
| 2025-03-31 | $2.3M | 4.2k | 561.85 |
| 2024-12-31 | $2.4M | 4.2k | 588.69 |
| 2024-09-30 | $2.2M | 3.9k | 576.82 |
| 2024-06-30 | $2.0M | 3.7k | 547.28 |
| 2024-03-31 | $292k | 555 | 525.92 |
| 2023-12-31 | $265k | 555 | 477.54 |
| 2023-09-30 | $238k | 554 | 429.64 |
| 2023-06-30 | $247k | 554 | 445.93 |
| 2023-03-31 | $228k | 554 | 411.17 |
| 2022-12-31 | $213k | 554 | 384.16 |