iShares S&P 500 Index shares owned by Spotlight Asset Group
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Spotlight Asset Group
from 13F filings
Historical chart of Spotlight Asset Group investment in iShares S&P 500 Index
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All positions including iShares S&P 500 Index held by Spotlight Asset Group 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 Spotlight Asset Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $8.7M | 20k | 429.43 |
| 2023-09-30 | $8.7M | 20k | 429.43 |
| 2023-06-30 | $9.0M | 20k | 445.71 |
| 2023-03-31 | $7.5M | 20k | 375.80 |
| 2022-09-30 | $7.5M | 20k | 375.80 |
| 2021-09-30 | $18M | 41k | 430.81 |
| 2021-06-30 | $25M | 59k | 429.92 |
| 2021-03-31 | $23M | 57k | 397.82 |
| 2020-12-31 | $26M | 70k | 375.38 |
| 2020-09-30 | $25M | 74k | 336.06 |
| 2020-06-30 | $23M | 74k | 309.69 |
| 2020-03-31 | $23M | 87k | 258.40 |
| 2019-12-31 | $23M | 83k | 279.12 |