iShares S&P 500 Index shares owned by Strategic Equity Management
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Strategic Equity Management
from 13F filings
Historical chart of Strategic Equity 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 Strategic Equity Management consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in iShares S&P 500 Index by Strategic Equity Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.4M | 3.6k | 669.34 |
| 2025-06-30 | $2.2M | 3.6k | 620.88 |
| 2025-03-31 | $2.6M | 4.6k | 561.92 |
| 2024-12-31 | $2.5M | 4.3k | 588.70 |
| 2024-09-30 | $2.5M | 4.3k | 576.88 |
| 2024-06-30 | $2.2M | 4.1k | 547.28 |
| 2024-03-31 | $2.6M | 5.0k | 525.70 |
| 2023-12-31 | $4.0M | 8.5k | 477.65 |
| 2023-09-30 | $14M | 32k | 429.43 |
| 2023-06-30 | $2.1M | 4.7k | 445.74 |
| 2023-03-31 | $1.0M | 2.5k | 411.16 |
| 2022-12-31 | $971k | 2.5k | 384.35 |
| 2022-09-30 | $279k | 779 | 358.15 |
| 2022-06-30 | $349k | 921 | 378.94 |
| 2022-03-31 | $635k | 1.4k | 453.90 |
| 2021-12-31 | $701k | 1.5k | 476.87 |
| 2021-09-30 | $547k | 1.3k | 430.71 |
| 2021-06-30 | $311k | 723 | 430.15 |
More positions owned by Strategic Equity Management
View all positions for Strategic Equity Management