iShares S&P 500 Index shares owned by Taylor Investment Counselors
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Taylor Investment Counselors
from 13F filings
Historical chart of Taylor Investment Counselors investment in iShares S&P 500 Index
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Quarterly reported holdings in iShares S&P 500 Index by Taylor Investment Counselors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-06-30 | $236k | 380 | 620.90 |
| 2025-03-31 | $214k | 380 | 561.90 |
| 2024-12-31 | $226k | 384 | 588.68 |
| 2024-09-30 | $234k | 406 | 576.82 |
| 2024-06-30 | $223k | 407 | 547.23 |
| 2024-03-31 | $301k | 572 | 525.73 |
| 2023-12-31 | $280k | 586 | 477.63 |
| 2023-09-30 | $274k | 638 | 429.43 |
| 2023-06-30 | $312k | 699 | 445.71 |
| 2023-03-31 | $405k | 986 | 411.08 |
| 2022-06-30 | $265k | 700 | 378.57 |
| 2022-03-31 | $261k | 575 | 453.91 |
More positions owned by Taylor Investment Counselors
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