iShares S&P 500 Index shares owned by Total Investment Management
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Total Investment Management
from 13F filings
Historical chart of Total Investment Management investment in iShares S&P 500 Index
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Quarterly reported holdings in iShares S&P 500 Index by Total Investment Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $499k | 745 | 669.31 |
| 2025-06-30 | $355k | 571 | 620.92 |
| 2025-03-31 | $325k | 578 | 561.89 |
| 2024-12-31 | $388k | 659 | 588.67 |
| 2022-12-31 | $2.8M | 7.3k | 384.20 |
| 2022-09-30 | $2.6M | 7.3k | 358.70 |
| 2022-06-30 | $2.7M | 7.2k | 379.20 |
| 2022-03-31 | $3.3M | 7.4k | 453.69 |
| 2021-12-31 | $3.5M | 7.3k | 476.91 |
| 2021-09-30 | $3.1M | 7.1k | 430.84 |
| 2021-06-30 | $3.1M | 7.3k | 429.87 |
| 2021-03-31 | $2.1M | 8.1k | 258.42 |
| 2020-12-31 | $2.7M | 7.2k | 375.33 |
| 2020-09-30 | $2.4M | 7.2k | 327.66 |
| 2020-06-30 | $2.3M | 7.5k | 309.65 |
| 2020-03-31 | $2.1M | 8.1k | 258.42 |
| 2019-12-31 | $2.5M | 7.9k | 323.27 |
| 2019-09-30 | $2.1M | 7.2k | 298.58 |
| 2019-06-30 | $2.0M | 7.0k | 289.31 |
| 2019-03-31 | $1.4M | 4.9k | 282.86 |
| 2018-12-31 | $1.2M | 4.4k | 273.76 |
| 2018-09-30 | $1.8M | 6.0k | 292.70 |
| 2018-06-30 | $1.6M | 6.0k | 273.08 |
| 2018-03-31 | $1.7M | 6.3k | 265.34 |
| 2017-12-31 | $1.1M | 4.1k | 268.97 |
| 2017-09-30 | $1.0M | 4.0k | 252.85 |
| 2017-06-30 | $906k | 3.7k | 243.42 |
| 2017-03-31 | $862k | 3.6k | 237.14 |
| 2016-12-31 | $796k | 3.5k | 224.99 |
More positions owned by Total Investment Management
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