iShares S&P 500 Index shares owned by Tilia Fiduciary Partners
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Tilia Fiduciary Partners
from 13F filings
Historical chart of Tilia Fiduciary Partners investment in iShares S&P 500 Index
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Quarterly reported holdings in iShares S&P 500 Index by Tilia Fiduciary Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $208k | 361 | 576.31 |
| 2023-06-30 | $75k | 168 | 446.42 |
| 2023-03-31 | $72k | 174 | 411.51 |
| 2022-12-31 | $67k | 174 | 384.36 |
| 2022-09-30 | $62k | 174 | 356.32 |
| 2022-06-30 | $71k | 186 | 381.72 |
| 2022-03-31 | $87k | 191 | 455.50 |
| 2021-12-31 | $91k | 191 | 476.44 |
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