iShares S&P 500 Index shares owned by Taurus Asset Management
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Taurus Asset Management
from 13F filings
Historical chart of Taurus Asset Management investment in iShares S&P 500 Index
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Quarterly reported holdings in iShares S&P 500 Index by Taurus Asset Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-03-31 | $271k | 483 | 561.90 |
| 2024-12-31 | $284k | 483 | 588.68 |
| 2024-09-30 | $279k | 483 | 576.82 |
| 2024-06-30 | $319k | 583 | 547.23 |
| 2024-03-31 | $307k | 583 | 525.73 |
| 2023-12-31 | $314k | 658 | 477.63 |
| 2023-09-30 | $253k | 590 | 429.43 |
| 2023-06-30 | $263k | 590 | 445.71 |
| 2023-03-31 | $243k | 590 | 411.08 |
| 2022-12-31 | $227k | 590 | 384.21 |
| 2022-09-30 | $230k | 640 | 359.38 |
| 2022-06-30 | $243k | 640 | 379.69 |
| 2022-03-31 | $302k | 665 | 454.14 |
| 2021-12-31 | $584k | 1.2k | 476.73 |
| 2021-09-30 | $487k | 1.1k | 430.97 |
| 2021-06-30 | $486k | 1.1k | 430.09 |
| 2021-03-31 | $450k | 1.1k | 398.23 |
| 2020-12-31 | $584k | 1.6k | 375.56 |
| 2020-09-30 | $523k | 1.6k | 336.33 |