iShares S&P 500 Index shares owned by Tarbox
Historical chart of Tarbox investment in iShares S&P 500 Index
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All positions including iShares S&P 500 Index held by Tarbox 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 Tarbox
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $235M | 351k | 669.30 |
| 2025-06-30 | $234M | 377k | 620.90 |
| 2025-03-31 | $209M | 371k | 561.90 |
| 2024-12-31 | $221M | 376k | 588.68 |
| 2024-06-30 | $208M | 380k | 547.23 |
| 2024-03-31 | $203M | 387k | 525.73 |
| 2023-12-31 | $179M | 375k | 477.63 |
| 2023-09-30 | $161M | 374k | 429.43 |
| 2023-06-30 | $172M | 385k | 445.71 |
| 2023-03-31 | $159M | 386k | 411.08 |
| 2022-12-31 | $142M | 370k | 384.21 |
| 2022-09-30 | $137M | 361k | 379.15 |
| 2022-06-30 | $138M | 364k | 379.15 |
| 2022-03-31 | $160M | 354k | 453.69 |
| 2021-12-31 | $174M | 364k | 476.99 |
| 2021-09-30 | $154M | 357k | 430.82 |
| 2021-06-30 | $153M | 356k | 429.92 |
| 2021-03-31 | $141M | 353k | 397.82 |
| 2020-12-31 | $132M | 352k | 375.39 |
| 2020-09-30 | $118M | 351k | 336.06 |
| 2020-06-30 | $110M | 355k | 309.69 |
| 2020-03-31 | $90M | 349k | 258.40 |
| 2019-12-31 | $107M | 331k | 323.24 |
| 2019-09-30 | $100M | 334k | 298.52 |
| 2019-06-30 | $95M | 324k | 294.75 |
| 2019-03-31 | $89M | 312k | 284.56 |
| 2018-12-31 | $79M | 314k | 251.61 |
| 2018-09-30 | $90M | 308k | 292.73 |
| 2018-06-30 | $81M | 295k | 273.05 |
| 2018-03-31 | $80M | 299k | 265.37 |
| 2017-12-31 | $76M | 282k | 268.85 |
| 2017-09-30 | $71M | 280k | 252.93 |
| 2017-06-30 | $63M | 259k | 243.41 |
| 2017-03-31 | $58M | 243k | 237.27 |
| 2016-12-31 | $53M | 235k | 224.99 |
| 2016-09-30 | $36M | 164k | 217.55 |
| 2016-06-30 | $21M | 99k | 210.50 |
| 2016-03-31 | $18M | 87k | 206.65 |
| 2015-12-31 | $17M | 83k | 204.87 |
| 2015-09-30 | $14M | 71k | 192.71 |
| 2015-06-30 | $14M | 67k | 207.22 |
| 2015-03-31 | $12M | 58k | 207.84 |
| 2014-12-31 | $9.6M | 47k | 206.87 |
| 2014-09-30 | $7.5M | 38k | 198.25 |
| 2014-06-30 | $7.1M | 36k | 196.99 |
| 2014-03-31 | $6.8M | 37k | 184.03 |
| 2013-12-31 | $6.3M | 34k | 185.65 |