iShares S&P 500 Index shares owned by Swarthmore Group
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Swarthmore Group
from 13F filings
Historical chart of Swarthmore Group investment in iShares S&P 500 Index
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All positions including iShares S&P 500 Index held by Swarthmore Group 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 Swarthmore Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2022-06-30 | $142M | 374k | 379.15 |
| 2022-03-31 | $88M | 194k | 453.69 |
| 2021-12-31 | $93M | 194k | 476.99 |
| 2021-09-30 | $81M | 188k | 429.92 |
| 2021-06-30 | $81M | 188k | 429.92 |
| 2021-03-31 | $77M | 193k | 397.82 |
| 2020-12-31 | $4.3M | 11k | 375.41 |
| 2020-09-30 | $64M | 189k | 336.06 |
| 2020-06-30 | $59M | 190k | 309.69 |
| 2020-03-31 | $2.8M | 11k | 258.40 |
| 2019-12-31 | $170M | 525k | 323.24 |
| 2019-09-30 | $156M | 522k | 298.52 |
| 2019-06-30 | $154M | 522k | 294.75 |
| 2018-12-31 | $130M | 515k | 251.61 |
| 2018-09-30 | $149M | 510k | 292.73 |
| 2018-06-30 | $139M | 510k | 273.05 |
| 2018-03-31 | $142M | 537k | 265.37 |
| 2017-12-31 | $174M | 648k | 268.85 |
| 2017-09-30 | $164M | 646k | 252.93 |
| 2017-06-30 | $129M | 529k | 243.41 |
| 2017-03-31 | $126M | 529k | 237.27 |
| 2016-12-31 | $118M | 524k | 224.99 |
| 2016-06-30 | $55M | 263k | 210.50 |