iShares S&P 500 Index shares owned by Tevis Investment Management
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Tevis Investment Management
from 13F filings
Historical chart of Tevis Investment Management investment in iShares S&P 500 Index
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Quarterly reported holdings in iShares S&P 500 Index by Tevis Investment Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $225k | 336 | 669.30 |
| 2025-09-30 | $225k | 336 | 669.30 |
| 2025-06-30 | $239k | 385 | 620.90 |
| 2025-03-31 | $364k | 619 | 588.68 |
| 2024-12-31 | $364k | 619 | 588.68 |
| 2024-03-31 | $249k | 473 | 525.73 |
| 2023-12-31 | $243k | 509 | 477.63 |
| 2023-09-30 | $304k | 707 | 429.43 |
| 2023-06-30 | $378k | 848 | 445.71 |
| 2023-03-31 | $520k | 1.3k | 411.08 |
| 2022-12-31 | $297k | 773 | 384.21 |
| 2022-09-30 | $336k | 937 | 358.59 |
| 2022-06-30 | $157k | 416 | 378.15 |
| 2022-03-31 | $185k | 407 | 454.55 |
| 2021-12-31 | $251k | 529 | 475.00 |
More positions owned by Tevis Investment Management
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